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Livermore
Livermore
ZHEN

Claro Advisors LLC

SEC CIK
0001764386
Latest filing
Jul 30, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Claro 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)
12,994
Value
$1.78M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AEP by Claro Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,994$1.78M0.2%+95+0.7%AddedHolders
Q1 202612,899$1.69M0.2%+127+1.0%AddedHolders
Q4 202512,772$1.47M0.2%+97+0.8%AddedHolders
Q3 202512,675$1.43M0.2%+182+1.5%AddedHolders
Q2 202512,493$1.30M0.2%+470+3.9%AddedHolders
Q1 202512,023$1.31M0.2%+257+2.2%AddedHolders
Q4 202411,766$1.09M0.1%−474−3.9%ReducedHolders
Q3 202412,240$1.26M0.2%+885+7.8%AddedHolders
Q2 202411,355$996.3K0.2%+329+3.0%AddedHolders
Q1 202411,026$949.3K0.2%+163+1.5%AddedHolders
Q4 202310,863$882.3K0.2%−1,848−14.5%ReducedHolders
Q3 202312,711$956.2K0.2%+469+3.8%AddedHolders
Q2 202312,242$1.03M0.3%−131−1.1%ReducedHolders
Q1 202312,373$1.13M0.3%+129+1.1%AddedHolders
Q4 202212,244$1.16M0.4%−16−0.1%ReducedHolders
Q3 202212,260$1.18M0.5%00.0%UnchangedHolders
Q2 202212,260$1.18M0.5%+278+2.3%AddedHolders
Q1 202211,982$1.07M0.4%00.0%UnchangedHolders
Q4 202111,982$1.07M0.4%+95+0.8%AddedHolders
Q3 202111,887$965.0K0.4%−273−2.2%ReducedHolders
Q2 202112,160$1.03M0.5%+90+0.7%AddedHolders
Q1 202112,070$1.02M0.5%––Holders

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