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Livermore
Livermore
ZHEN

Welch Group, LLC

SEC CIK
0001443095
Latest filing
Jul 23, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Welch Group, 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)
384,533
Value
$52.6M
% of portfolio
1.8%
Quarters held
22
Since Q1 2021
Holdings of AEP by Welch Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026384,533$52.6M1.8%+8,081+2.1%AddedHolders
Q1 2026376,452$49.3M1.9%+51,267+15.8%AddedHolders
Q4 2025325,185$37.5M1.4%+316,991+3,868.6%AddedHolders
Q3 20258,194$921.9K<0.1%+6+0.1%AddedHolders
Q2 20258,188$849.6K<0.1%+21+0.3%AddedHolders
Q1 20258,167$873.5K<0.1%+1,296+18.9%AddedHolders
Q4 20246,871$632.6K<0.1%+19+0.3%AddedHolders
Q3 20246,852$703.1K<0.1%+9+0.1%AddedHolders
Q2 20246,843$600.4K<0.1%+120+1.8%AddedHolders
Q1 20246,723$578.9K<0.1%−75−1.1%ReducedHolders
Q4 20236,798$552.2K<0.1%+18+0.3%AddedHolders
Q3 20236,780$510.0K<0.1%+460+7.3%AddedHolders
Q2 20236,320$532.2K<0.1%−51−0.8%ReducedHolders
Q1 20236,371$579.7K<0.1%+12+0.2%AddedHolders
Q4 20226,359$603.8K<0.1%−250−3.8%ReducedHolders
Q3 20226,609$571.0K<0.1%−991−13.0%ReducedHolders
Q2 20227,600$729.0K<0.1%+9+0.1%AddedHolders
Q1 20227,591$757.0K<0.1%+10+0.1%AddedHolders
Q4 20217,581$674.0K<0.1%+11+0.1%AddedHolders
Q3 20217,570$615.0K<0.1%+9+0.1%AddedHolders
Q2 20217,561$640.0K<0.1%+10+0.1%AddedHolders
Q1 20217,551$640.0K<0.1%––Holders

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