AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
CEQP holding history
Crestwood Equity Partners LP 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.
CEQP overviewAll 13F holders of CEQPFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −15,479−100.0% | Sold out | Holders |
| Q2 2023 | 15,479 | $409.9K | <0.1% | +2,104+15.7% | Added | Holders |
| Q1 2023 | 13,375 | $333.4K | <0.1% | +13,375 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −28,179−100.0% | Sold out | Holders |
| Q2 2022 | 28,179 | $679.0K | <0.1% | +28,179 | New | Holders |