LiftPoint Family Wealth Advisors LLC
Position in AEP — American Electric Power Co Inc
CIK 2110810
FAR HILLS, NJ
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$267,600
-$9,765 QoQ
Shares Held
1,956
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,454
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LiftPoint Family Wealth Advisors LLC holds $472,934 across 2 Utilities - Regulated Electric names. AEP ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
1,956 | $267,600 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
2,530 | $205,334 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,600 | 1,956 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $277,365 | 2,116 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $259,793 | 2,253 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||