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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Creative Planning, 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)
453,339
Value
$62.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026453,339$62.0M<0.1%+53,344+13.3%AddedHolders
Q1 2026399,995$52.4M<0.1%+42,421+11.9%AddedHolders
Q4 2025357,574$41.2M<0.1%+24,680+7.4%AddedHolders
Q3 2025332,894$37.5M<0.1%+30,419+10.1%AddedHolders
Q2 2025302,475$31.4M<0.1%+4,434+1.5%AddedHolders
Q1 2025298,041$32.6M<0.1%+11,324+3.9%AddedHolders
Q4 2024286,717$26.4M<0.1%+9,076+3.3%AddedHolders
Q3 2024277,641$28.5M<0.1%+560.0%AddedHolders
Q2 2024277,585$24.4M<0.1%+1,213+0.4%AddedHolders
Q1 2024276,372$23.8M<0.1%+6,474+2.4%AddedHolders
Q4 2023269,898$21.9M<0.1%−72,212−21.1%ReducedHolders
Q3 2023342,110$25.7M<0.1%+146,778+75.1%AddedHolders
Q2 2023195,332$16.4M<0.1%−434−0.2%ReducedHolders
Q1 2023195,766$17.8M<0.1%−3,379−1.7%ReducedHolders
Q4 2022199,145$18.9M<0.1%+15,289+8.3%AddedHolders
Q3 2022183,856$15.9M<0.1%−7,556−3.9%ReducedHolders
Q2 2022191,412$18.4M<0.1%+7,002+3.8%AddedHolders
Q1 2022184,410$18.4M<0.1%+88,228+91.7%AddedHolders
Q4 202196,182$8.56M<0.1%−621−0.6%ReducedHolders
Q3 202196,803$7.86M<0.1%−1,816−1.8%ReducedHolders
Q2 202198,619$8.34M<0.1%−3,383−3.3%ReducedHolders
Q1 2021102,002$8.64M<0.1%––Holders

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