WMS Partners, LLC

SEC CIK: 0001480916
Latest filing: Nov 13, 2025

SEC filings (opens in a new tab)

AEP holding history

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

AEP overview All 13F holders of AEP Full Q3 2025 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of AEP by WMS Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−5,036−100.0%	Sold out	Holders
Q4 2024	5,036	$464.5K	<0.1%	+36+0.7%	Added	Holders
Q3 2024	5,000	$513.0K	<0.1%	−119−2.3%	Reduced	Holders
Q2 2024	5,119	$449.1K	<0.1%	+5,119	New	Holders