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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Keystone Financial Group, 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)
7,331
Value
$1.00M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of AEP by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,331$1.00M0.1%−3,674−33.4%ReducedHolders
Q1 202611,005$1.44M0.1%+855+8.4%AddedHolders
Q4 202510,150$1.17M0.1%+261+2.6%AddedHolders
Q3 20259,889$1.11M0.1%+189+1.9%AddedHolders
Q2 20259,700$1.01M0.1%+417+4.5%AddedHolders
Q1 20259,283$1.01M0.1%+21+0.2%AddedHolders
Q4 20249,262$854.3K0.1%+194+2.1%AddedHolders
Q3 20249,068$930.3K0.1%+164+1.8%AddedHolders
Q2 20248,904$781.3K0.3%+584+7.0%AddedHolders
Q1 20248,320$716.4K0.1%+1,436+20.9%AddedHolders
Q4 20236,884$559.2K0.1%−262−3.7%ReducedHolders
Q3 20237,146$537.5K0.1%+110+1.6%AddedHolders
Q2 20237,036$592.4K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20226,832$648.7K0.1%−30−0.4%ReducedHolders
Q3 20226,862$593.0K0.1%+200+3.0%AddedHolders
Q2 20226,662$639.0K0.1%+187+2.9%AddedHolders
Q1 20226,475$646.0K0.1%+136+2.1%AddedHolders
Q4 20216,339$564.0K0.1%+45+0.7%AddedHolders
Q3 20216,294$511.0K0.1%+19+0.3%AddedHolders
Q2 20216,275$531.0K0.1%+43+0.7%AddedHolders
Q1 20216,232$528.0K0.1%––Holders

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