Skip to main content

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Jackson Wealth Management, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of AEP by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−17,588−100.0%Sold outHolders
Q1 202317,588$1.60M1.2%−892−4.8%ReducedHolders
Q4 202218,480$1.75M0.6%+365+2.0%AddedHolders
Q3 202218,115$1.57M0.3%+11,575+177.0%AddedHolders
Q2 20226,540$627.0K0.3%−10,242−61.0%ReducedHolders
Q1 202216,782$1.67M0.2%+218+1.3%AddedHolders
Q4 202116,564$1.47M0.2%+474+2.9%AddedHolders
Q3 202116,090$8.00K0.1%+425+2.7%AddedHolders
Q2 202115,665$1.32M0.2%−315−2.0%ReducedHolders
Q1 202115,980$1.35M0.2%––Holders

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