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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

AEP holding history

American Electric Power Co Inc in every 13F filed by Domani Wealth, 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 Q1 2023 holdings

Shares (Q1 2023)
7,934
Value
$721.9K
% of portfolio
0.2%
Quarters held
9
Since Q1 2021
Holdings of AEP by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20237,934$721.9K0.2%00.0%UnchangedHolders
Q4 20227,934$753.0K0.2%+57+0.7%AddedHolders
Q3 20227,877$681.0K0.2%00.0%UnchangedHolders
Q2 20227,877$756.0K0.2%00.0%UnchangedHolders
Q1 20227,877$786.0K0.2%+107+1.4%AddedHolders
Q4 20217,770$691.0K0.1%00.0%UnchangedHolders
Q3 20217,770$631.0K0.1%−5−0.1%ReducedHolders
Q2 20217,775$658.0K0.1%−100−1.3%ReducedHolders
Q1 20217,875$667.0K0.1%––Holders

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