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Whalerock Point Partners, LLC

SEC CIK
0001389709
Latest filing
Aug 13, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Whalerock Point Partners, 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)
27,272
Value
$3.73M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of AEP by Whalerock Point Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,272$3.73M0.6%00.0%UnchangedHolders
Q1 202627,272$3.57M0.7%−230−0.8%ReducedHolders
Q4 202527,502$3.17M0.6%−90.0%ReducedHolders
Q3 202527,511$3.09M0.6%+820+3.1%AddedHolders
Q2 202526,691$2.77M0.6%00.0%UnchangedHolders
Q1 202526,691$2.92M0.7%00.0%UnchangedHolders
Q4 202426,691$2.46M0.6%−165−0.6%ReducedHolders
Q3 202426,856$2.76M0.7%00.0%UnchangedHolders
Q2 202426,856$2.36M0.6%00.0%UnchangedHolders
Q1 202426,856$2.31M0.6%−283−1.0%ReducedHolders
Q4 202327,139$2.20M0.7%00.0%UnchangedHolders
Q3 202327,139$2.04M0.7%00.0%UnchangedHolders
Q2 202327,139$2.29M0.8%+62+0.2%AddedHolders
Q1 202327,077$2.46M0.9%00.0%UnchangedHolders
Q4 202227,077$2.57M1.0%+283+1.1%AddedHolders
Q3 202226,794$2.32M1.0%00.0%UnchangedHolders
Q2 202226,794$2.57M1.1%00.0%UnchangedHolders
Q1 202226,794$2.67M0.9%00.0%UnchangedHolders
Q4 202126,794$2.38M0.8%00.0%UnchangedHolders
Q3 202126,794$2.17M0.8%00.0%UnchangedHolders
Q2 202126,794$2.27M0.9%00.0%UnchangedHolders
Q1 202126,794$2.27M1.0%––Holders

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