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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Clearstead Advisors, 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)
14,735
Value
$2.02M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,735$2.02M<0.1%+1,208+8.9%AddedHolders
Q1 202613,527$1.77M<0.1%+362+2.7%AddedHolders
Q4 202513,165$1.52M<0.1%+511+4.0%AddedHolders
Q3 202512,654$1.42M<0.1%+1,568+14.1%AddedHolders
Q2 202511,086$1.15M<0.1%+1,205+12.2%AddedHolders
Q1 20259,881$1.08M<0.1%+805+8.9%AddedHolders
Q4 20249,076$837.0K<0.1%+190+2.1%AddedHolders
Q3 20248,886$911.7K<0.1%+35+0.4%AddedHolders
Q2 20248,851$776.6K<0.1%+4,928+125.6%AddedHolders
Q1 20243,923$359.1K<0.1%−674−14.7%ReducedHolders
Q4 20234,597$373.3K<0.1%−1,073−18.9%ReducedHolders
Q3 20235,670$426.5K<0.1%−2,184−27.8%ReducedHolders
Q2 20237,854$661.3K<0.1%+2,248+40.1%AddedHolders
Q1 20235,606$510.1K<0.1%−174−3.0%ReducedHolders
Q4 20225,780$548.8K<0.1%+212+3.8%AddedHolders
Q3 20225,568$481.0K<0.1%+1,222+28.1%AddedHolders
Q2 20224,346$417.0K<0.1%+39+0.9%AddedHolders
Q1 20224,307$430.0K<0.1%+291+7.2%AddedHolders
Q4 20214,016$357.0K<0.1%−601−13.0%ReducedHolders
Q3 20214,617$375.0K<0.1%−176−3.7%ReducedHolders
Q2 20214,793$405.0K<0.1%+148+3.2%AddedHolders
Q1 20214,645$393.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.