RIA Advisory Group LLC AEP AMERICAN ELEC PWR CO INC

Ownership history in RIA Advisory Group LLC  ·  7 quarters on record

AI Ownership Summary

RIA Advisory Group LLC reported AMERICAN ELEC PWR CO INC (AEP) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows AEP at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RIA Advisory Group LLC's position in AMERICAN ELEC PWR CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AEP was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RIA Advisory Group LLC held AEP — position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,233 -20 -0.2% 0.41% $1.7M 2026-04-24 $133.76
2025 Q4 ADDED 13,253 +753 +6.0% 0.37% $1.5M 2026-02-02 $116.56
2025 Q3 ADDED 12,500 +4,394 +54.2% 0.36% $1.4M 2025-12-01 $118.70
2025 Q2 ADDED 8,106 +2,906 +55.9% 0.25% $841K 2025-08-13 $110.54
2025 Q1 ADDED 5,200 +1,144 +28.2% 0.18% $568K 2025-05-12 $97.89
2024 Q4 REDUCED 63.0% +19.6% 4,056 -6,907 -63.0% 0.13% $374K 2025-02-14 $97.83
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RIA Advisory Group LLC and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has RIA Advisory Group LLC reported owning AEP?

RIA Advisory Group LLC reported AEP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AEP position in RIA Advisory Group LLC's portfolio?

The largest reported portfolio weight for AEP was 0.41% in 2026 Q1.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2026 Q1, when RIA Advisory Group LLC reported 13,233 shares, equal to 0.41% of portfolio, with an estimated market value of $1.7M.

What does the chart on this AEP ownership page compare?

The chart compares RIA Advisory Group LLC's quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RIA Advisory Group LLC time their AEP position?

Based on 13F filing dates vs. subsequent AEP price moves, RIA Advisory Group LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AEP relative to SPY over the holding period was +20.9%.

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