Carroll Advisory Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 2108684
TEXARKANA, TX
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$366,787
+$15,362 QoQ
Shares Held
2,681
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,273
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Carroll Advisory Group, LLC holds $366,787 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
|
2,681 | $366,787 |
All Filings in AEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,787 | 2,681 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $351,425 | 2,681 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $309,146 | 2,681 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||