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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Wealthspire 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)
14,222
Value
$1.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,222$1.95M<0.1%−737−4.9%ReducedHolders
Q1 202614,959$1.96M<0.1%−2,997−16.7%ReducedHolders
Q4 202517,956$2.07M<0.1%+2,066+13.0%AddedHolders
Q3 202515,890$1.79M<0.1%−368−2.3%ReducedHolders
Q2 202516,258$1.69M<0.1%+847+5.5%AddedHolders
Q1 202515,411$1.68M<0.1%+47+0.3%AddedHolders
Q4 202415,364$1.42M<0.1%−971−5.9%ReducedHolders
Q3 202416,335$1.68M<0.1%+235+1.5%AddedHolders
Q2 202416,100$1.41M<0.1%+256+1.6%AddedHolders
Q1 202415,844$1.36M<0.1%−528−3.2%ReducedHolders
Q4 202316,372$1.33M<0.1%+3,879+31.0%AddedHolders
Q3 202312,493$939.7K<0.1%−532−4.1%ReducedHolders
Q2 202313,025$1.10M<0.1%+163+1.3%AddedHolders
Q1 202312,862$1.17M<0.1%−506−3.8%ReducedHolders
Q4 202213,368$1.27M<0.1%+1,068+8.7%AddedHolders
Q3 202212,300$1.06M<0.1%−1,844−13.0%ReducedHolders
Q2 202214,144$1.36M<0.1%+2,016+16.6%AddedHolders
Q1 202212,128$1.21M<0.1%+2,250+22.8%AddedHolders
Q4 20219,878$879.0K<0.1%+863+9.6%AddedHolders
Q3 20219,015$732.0K<0.1%−151−1.6%ReducedHolders
Q2 20219,166$775.0K<0.1%−3,672−28.6%ReducedHolders
Q1 202112,838$1.09M<0.1%––Holders

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