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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by AE 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)
371,977
Value
$50.9M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AEP by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026371,977$50.9M0.2%+32,984+9.7%AddedHolders
Q1 2026338,993$44.4M0.2%+34,213+11.2%AddedHolders
Q4 2025304,780$35.1M0.2%+130,678+75.1%AddedHolders
Q3 2025174,102$19.6M0.1%+9,983+6.1%AddedHolders
Q2 2025164,119$17.0M0.1%−22,928−12.3%ReducedHolders
Q1 2025187,047$20.4M0.2%+28,619+18.1%AddedHolders
Q4 2024158,428$14.6M0.1%+10,599+7.2%AddedHolders
Q3 2024147,829$15.2M0.1%−5,136−3.4%ReducedHolders
Q2 2024152,965$13.4M0.1%+7,250+5.0%AddedHolders
Q1 2024145,715$12.5M0.1%−62,076−29.9%ReducedHolders
Q4 2023207,791$16.2M0.1%+1,096+0.5%AddedHolders
Q3 2023206,695$15.5M0.1%−12,356−5.6%ReducedHolders
Q2 2023219,051$18.4M0.1%−42,112−16.1%ReducedHolders
Q1 2023261,163$23.8M0.2%+41,023+18.6%AddedHolders
Q4 2022220,140$20.9M0.2%+42,575+24.0%AddedHolders
Q3 2022177,565$15.3M0.1%+23,197+15.0%AddedHolders
Q2 2022154,368$14.8M0.1%+34,395+28.7%AddedHolders
Q1 2022119,973$12.0M0.1%+9,173+8.3%AddedHolders
Q4 2021110,800$9.86M0.1%+15,940+16.8%AddedHolders
Q3 202194,860$7.70M0.1%+7,968+9.2%AddedHolders
Q2 202186,892$7.35M0.1%+14,045+19.3%AddedHolders
Q1 202172,847$6.17M0.1%––Holders

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