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My Legacy Advisors, LLC

SEC CIK
0001767802
Latest filing
Jul 11, 2025

AEP holding history

American Electric Power Co Inc in every 13F filed by My Legacy 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 2025 holdings

Shares (Q2 2025)
11,461
Value
$1.22M
% of portfolio
0.4%
Quarters held
14
Since Q1 2022
Holdings of AEP by My Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202511,461$1.22M0.4%+353+3.2%AddedHolders
Q1 202511,108$1.21M0.5%−287−2.5%ReducedHolders
Q4 202411,395$1.08M0.4%−115−1.0%ReducedHolders
Q3 202411,510$1.18M0.5%−2,579−18.3%ReducedHolders
Q2 202414,089$1.24M0.4%+209+1.5%AddedHolders
Q1 202413,880$1.20M0.4%+15+0.1%AddedHolders
Q4 202313,865$1.11M0.4%−1,963−12.4%ReducedHolders
Q3 202315,828$1.18M0.5%+1,276+8.8%AddedHolders
Q2 202314,552$1.27M0.5%−90−0.6%ReducedHolders
Q1 202314,642$1.38M0.6%+718+5.2%AddedHolders
Q4 202213,924$1.28M0.5%+1,845+15.3%AddedHolders
Q3 202212,079$1.01M0.5%+810+7.2%AddedHolders
Q2 202211,269$1.07M0.5%+1,310+13.2%AddedHolders
Q1 20229,959$994.0K0.5%–No prior filingHolders