Innovative Asset Advisors Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 2127147
SHELTON, CT
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$594,029
+$20,660 QoQ
Shares Held
4,342
-99.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,034
of 1,968 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $947,490 across 3 Utilities - Regulated Electric names. AEP ranks #1 (62.7% of the industry book) .
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,029 | 4,342 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $573,369 | 573,369 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||