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Avalon Trust Co

SEC CIK
0001798150
Latest filing
Aug 6, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Avalon Trust Co, 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)
1,432
Value
$195.9K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of AEP by Avalon Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,432$195.9K<0.1%00.0%UnchangedHolders
Q1 20261,432$187.7K<0.1%00.0%UnchangedHolders
Q4 20251,432$165.1K<0.1%−299−17.3%ReducedHolders
Q3 20251,731$194.7K<0.1%+9+0.5%AddedHolders
Q2 20251,722$178.7K<0.1%00.0%UnchangedHolders
Q1 20251,722$188.2K<0.1%+1,000+138.5%AddedHolders
Q4 2024722$66.6K<0.1%00.0%UnchangedHolders
Q3 2024722$74.1K<0.1%00.0%UnchangedHolders
Q2 2024722$63.3K<0.1%00.0%UnchangedHolders
Q1 2024722$62.2K<0.1%00.0%UnchangedHolders
Q4 2023722$58.6K<0.1%00.0%UnchangedHolders
Q3 2023722$54.3K<0.1%00.0%UnchangedHolders
Q2 2023722$60.8K<0.1%00.0%UnchangedHolders
Q1 2023722$65.7K<0.1%–No prior filingHolders