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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Secure Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEP overviewAll 13F holders of AEPFull Q2 2026 holdings

Shares (Q2 2026)
6,597
Value
$902.5K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of AEP by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,597$902.5K0.1%−221−3.2%ReducedHolders
Q1 20266,818$893.7K0.1%−268−3.8%ReducedHolders
Q4 20257,086$817.1K0.1%+386+5.8%AddedHolders
Q3 20256,700$755.5K0.1%−555−7.6%ReducedHolders
Q2 20257,255$752.8K0.1%+668+10.1%AddedHolders
Q1 20256,587$719.7K0.1%−17,329−72.5%ReducedHolders
Q4 202423,916$2.21M0.3%+4,370+22.4%AddedHolders
Q3 202419,546$2.01M0.3%+2,178+12.5%AddedHolders
Q2 202417,368$1.52M0.3%+715+4.3%AddedHolders
Q1 202416,653$1.43M0.3%+455+2.8%AddedHolders
Q4 202316,198$1.32M0.4%+254+1.6%AddedHolders
Q3 202315,944$1.20M0.4%−3,907−19.7%ReducedHolders
Q2 202319,851$1.67M0.5%+1,214+6.5%AddedHolders
Q1 202318,637$1.70M0.6%+1,802+10.7%AddedHolders
Q4 202216,835$1.60M0.6%+11,211+199.3%AddedHolders
Q3 20225,624$486.0K0.3%+1,248+28.5%AddedHolders
Q2 20224,376$420.0K0.2%+4,376NewHolders