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LVW Advisors, LLC

SEC CIK
0001576053
Latest filing
Jul 15, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by LVW Advisors, 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)
12,538
Value
$1.72M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of AEP by LVW Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,538$1.72M0.1%−199−1.6%ReducedHolders
Q1 202612,737$1.67M0.2%−3,123−19.7%ReducedHolders
Q4 202515,860$1.83M0.2%−411−2.5%ReducedHolders
Q3 202516,271$1.83M0.2%−810−4.7%ReducedHolders
Q2 202517,081$1.77M0.2%+986+6.1%AddedHolders
Q1 202516,095$1.76M0.2%+1,171+7.8%AddedHolders
Q4 202414,924$1.38M0.2%+494+3.4%AddedHolders
Q3 202414,430$1.48M0.2%+1,137+8.6%AddedHolders
Q2 202413,293$1.17M0.2%+1,635+14.0%AddedHolders
Q1 202411,658$1.00M0.2%+3,535+43.5%AddedHolders
Q4 20238,123$659.8K0.1%+8,123NewHolders