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Livermore
Livermore
ZHEN

Advisory Resource Group

SEC CIK
0001764968
Latest filing
Jul 14, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Advisory Resource 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)
3,014
Value
$412.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Advisory Resource Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,014$412.4K0.1%−54−1.8%ReducedHolders
Q1 20263,068$402.2K0.1%+10.0%AddedHolders
Q4 20253,067$353.7K0.1%+10.0%AddedHolders
Q3 20253,066$344.9K0.1%+10.0%AddedHolders
Q2 20253,065$318.0K0.1%−866−22.0%ReducedHolders
Q1 20253,931$429.5K0.1%−24−0.6%ReducedHolders
Q4 20243,955$364.7K0.1%−1,926−32.7%ReducedHolders
Q3 20245,881$603.4K0.1%+10.0%AddedHolders
Q2 20245,880$515.9K0.1%−144−2.4%ReducedHolders
Q1 20246,024$518.7K0.1%+10.0%AddedHolders
Q4 20236,023$489.2K0.1%+20.0%AddedHolders
Q3 20236,021$452.9K0.1%00.0%UnchangedHolders
Q2 20236,021$507.0K0.1%+10.0%AddedHolders
Q1 20236,020$547.7K0.2%+20.0%AddedHolders
Q4 20226,018$571.4K0.2%+10.0%AddedHolders
Q3 20226,017$520.0K0.2%+146+2.5%AddedHolders
Q2 20225,871$563.0K0.2%+82+1.4%AddedHolders
Q1 20225,789$578.0K0.2%00.0%UnchangedHolders
Q4 20215,789$523.0K0.2%00.0%UnchangedHolders
Q3 20215,789$470.0K0.2%00.0%UnchangedHolders
Q2 20215,789$490.0K0.2%00.0%UnchangedHolders
Q1 20215,789$490.0K0.2%––Holders

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