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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Capital Analysts, 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)
146,712
Value
$20.1M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of AEP by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026146,712$20.1M0.5%+1,770+1.2%AddedHolders
Q1 2026144,942$19.0M0.5%−2,302−1.6%ReducedHolders
Q4 2025147,244$17.0M0.5%+3,102+2.2%AddedHolders
Q3 2025144,142$16.2M0.5%+7,613+5.6%AddedHolders
Q2 2025136,529$14.2M0.5%+6,097+4.7%AddedHolders
Q1 2025130,432$14.3M0.5%+5,075+4.0%AddedHolders
Q4 2024125,357$11.6M0.5%+4,229+3.5%AddedHolders
Q3 2024121,128$12.4M0.5%+834+0.7%AddedHolders
Q2 2024120,294$10.6M0.5%+3,561+3.1%AddedHolders
Q1 2024116,733$10.1M0.5%+25,732+28.3%AddedHolders
Q4 202391,001$7.39M0.4%+1,987+2.2%AddedHolders
Q3 202389,014$6.70M0.4%+9,026+11.3%AddedHolders
Q2 202379,988$6.74M0.4%+5,392+7.2%AddedHolders
Q1 202374,596$6.79M0.4%+3,587+5.1%AddedHolders
Q4 202271,009$6.74M0.4%+3,173+4.7%AddedHolders
Q3 202267,836$5.86M0.4%+4,012+6.3%AddedHolders
Q2 202263,824$6.12M0.4%+1,983+3.2%AddedHolders
Q1 202261,841$6.17M0.4%+3,547+6.1%AddedHolders
Q4 202158,294$5.19M0.3%+4,954+9.3%AddedHolders
Q3 202153,340$4.33M0.3%+1,847+3.6%AddedHolders
Q2 202151,493$4.36M0.3%+3,263+6.8%AddedHolders
Q1 202148,230$4.08M0.3%––Holders

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