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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by CX Institutional, 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)
16,824
Value
$2.30M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of AEP by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,824$2.30M0.1%−1,470−8.0%ReducedHolders
Q1 202618,294$2.40M0.1%+5,970+48.4%AddedHolders
Q4 202512,324$1.42M<0.1%−3,147−20.3%ReducedHolders
Q3 202515,471$1.74M0.1%+9,298+150.6%AddedHolders
Q2 20256,173$641.0K<0.1%+185+3.1%AddedHolders
Q1 20255,988$654.0K<0.1%+2,427+68.2%AddedHolders
Q4 20243,561$328.5K<0.1%−256−6.7%ReducedHolders
Q3 20243,817$391.6K<0.1%−89−2.3%ReducedHolders
Q2 20243,906$342.7K<0.1%+219+5.9%AddedHolders
Q1 20243,687$317.4K<0.1%+712+23.9%AddedHolders
Q4 20232,975$241.6K<0.1%−51−1.7%ReducedHolders
Q3 20233,026$227.6K<0.1%−1,083−26.4%ReducedHolders
Q2 20234,109$345.9K<0.1%+50+1.2%AddedHolders
Q1 20234,059$369.0K<0.1%+67+1.7%AddedHolders
Q4 20223,992$379.0K<0.1%+1,325+49.7%AddedHolders
Q3 20222,667$231.0K<0.1%−26,788−90.9%ReducedHolders
Q2 202229,455$2.83M0.2%−531−1.8%ReducedHolders
Q1 202229,986$2.99M0.2%+29,986NewHolders
Q4 20210$00.0%−2,100−100.0%Sold outHolders
Q3 20212,100$170.0K<0.1%−136−6.1%ReducedHolders
Q2 20212,236$189.0K<0.1%+170+8.2%AddedHolders
Q1 20212,066$175.0K<0.1%––Holders

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