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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Perigon 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 2026)
23,590
Value
$3.23M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,590$3.23M0.1%+1,407+6.3%AddedHolders
Q1 202622,183$2.91M0.1%+155+0.7%AddedHolders
Q4 202522,028$2.54M<0.1%+910+4.3%AddedHolders
Q3 202521,118$2.38M<0.1%+7,527+55.4%AddedHolders
Q2 202513,591$1.41M<0.1%+260+2.0%AddedHolders
Q1 202513,331$1.46M<0.1%+90+0.7%AddedHolders
Q4 202413,241$1.28M<0.1%+138+1.1%AddedHolders
Q3 202413,103$1.34M<0.1%+134+1.0%AddedHolders
Q2 202412,969$1.14M<0.1%−294−2.2%ReducedHolders
Q1 202413,263$1.14M<0.1%+3,167+31.4%AddedHolders
Q4 202310,096$820.0K<0.1%+635+6.7%AddedHolders
Q3 20239,461$711.6K<0.1%+2,101+28.5%AddedHolders
Q2 20237,360$619.7K<0.1%−30.0%ReducedHolders
Q1 20237,363$669.9K<0.1%−22−0.3%ReducedHolders
Q4 20227,385$701.2K<0.1%+194+2.7%AddedHolders
Q3 20227,191$622.0K0.1%+831+13.1%AddedHolders
Q2 20226,360$610.0K0.1%+321+5.3%AddedHolders
Q1 20226,039$603.0K<0.1%+370+6.5%AddedHolders
Q4 20215,669$504.0K<0.1%+7+0.1%AddedHolders
Q3 20215,662$460.0K<0.1%−88−1.5%ReducedHolders
Q2 20215,750$486.0K<0.1%+282+5.2%AddedHolders
Q1 20215,468$463.0K<0.1%––Holders

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