Spurstone Advisory Services, LLC
Position in AEP — American Electric Power Co Inc
CIK 2056079
HIGGANUM, CT
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,879
+$790 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,846
of 1,972 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spurstone Advisory Services, LLC holds $18,879 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
138 | $18,879 |
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,879 | 138 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $18,089 | 138 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,912 | 138 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,525 | 138 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,318 | 138 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,079 | 138 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,727 | 138 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||