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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Gradient Investments 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)
121,230
Value
$16.6M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of AEP by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026121,230$16.6M0.2%+977+0.8%AddedHolders
Q1 2026120,253$15.8M0.2%+1,351+1.1%AddedHolders
Q4 2025118,902$13.7M0.2%−13,625−10.3%ReducedHolders
Q3 2025132,527$14.9M0.2%+129,315+4,026.0%AddedHolders
Q2 20253,212$333.3K<0.1%+1,219+61.2%AddedHolders
Q1 20251,993$217.8K<0.1%+1,993NewHolders
Q4 20240$00.0%−2,033−100.0%Sold outHolders
Q3 20242,033$208.6K<0.1%−855−29.6%ReducedHolders
Q2 20242,888$253.4K<0.1%+917+46.5%AddedHolders
Q1 20241,971$169.7K<0.1%−3,284−62.5%ReducedHolders
Q4 20235,255$426.8K<0.1%+344+7.0%AddedHolders
Q3 20234,911$369.4K<0.1%00.0%UnchangedHolders
Q2 20234,911$413.5K<0.1%−35−0.7%ReducedHolders
Q1 20234,946$450.0K<0.1%−239−4.6%ReducedHolders
Q4 20225,185$492.3K<0.1%+10.0%AddedHolders
Q3 20225,184$448.0K<0.1%+1,776+52.1%AddedHolders
Q2 20223,408$327.0K<0.1%+50+1.5%AddedHolders
Q1 20223,358$335.0K<0.1%+49+1.5%AddedHolders
Q4 20213,309$294.0K<0.1%+999+43.2%AddedHolders
Q3 20212,310$188.0K<0.1%+77+3.4%AddedHolders
Q2 20212,233$189.0K<0.1%−44−1.9%ReducedHolders
Q1 20212,277$193.0K<0.1%––Holders

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