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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Beacon Pointe 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)
38,831
Value
$5.31M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,831$5.31M<0.1%+1,187+3.2%AddedHolders
Q1 202637,644$4.93M<0.1%+16,007+74.0%AddedHolders
Q4 202521,637$2.49M<0.1%+3,367+18.4%AddedHolders
Q3 202518,270$2.06M<0.1%−1,317−6.7%ReducedHolders
Q2 202519,587$2.03M<0.1%+264+1.4%AddedHolders
Q1 202519,323$2.11M<0.1%−461−2.3%ReducedHolders
Q4 202419,784$1.82M<0.1%−611−3.0%ReducedHolders
Q3 202420,395$2.09M<0.1%−2,667−11.6%ReducedHolders
Q2 202423,062$2.02M<0.1%−2,351−9.3%ReducedHolders
Q1 202425,413$2.19M<0.1%+1,430+6.0%AddedHolders
Q4 202323,983$1.95M<0.1%−2,615−9.8%ReducedHolders
Q3 202326,598$2.00M<0.1%+2,127+8.7%AddedHolders
Q2 202324,471$2.06M<0.1%−5,850−19.3%ReducedHolders
Q1 202330,321$2.76M<0.1%−5,089−14.4%ReducedHolders
Q4 202235,410$3.36M0.1%+9,249+35.4%AddedHolders
Q3 202226,161$2.26M0.1%+3,020+13.1%AddedHolders
Q2 202223,141$2.22M<0.1%−1,344−5.5%ReducedHolders
Q1 202224,485$2.44M<0.1%+10,928+80.6%AddedHolders
Q4 202113,557$1.21M<0.1%−2,906−17.7%ReducedHolders
Q3 202116,463$1.34M<0.1%+2,856+21.0%AddedHolders
Q2 202113,607$1.15M<0.1%+8,555+169.3%AddedHolders
Q1 20215,052$428.0K<0.1%––Holders

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