INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in AEP — American Electric Power Co Inc
CIK 925953
THE WOODLANDS, TX
Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$393,055
+$25,507 QoQ
Shares Held
2,873
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,237
of 1,965 holders
Holding Since
Sep 2024
8 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, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $2,348,119 across 6 Utilities - Regulated Electric names. AEP ranks #3 (16.7% of the industry book) .
All Filings in AEP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,055 | 2,873 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $367,548 | 2,804 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $311,106 | 2,698 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $277,762 | 2,469 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $278,388 | 2,683 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $264,324 | 2,419 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $222,550 | 2,413 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $227,259 | 2,215 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||