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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Arkadios Wealth Advisors, 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)
35,266
Value
$4.82M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,266$4.82M0.1%−3,872−9.9%ReducedHolders
Q1 202639,138$5.13M0.1%−927−2.3%ReducedHolders
Q4 202540,065$4.62M0.1%+3,554+9.7%AddedHolders
Q3 202536,511$4.11M0.1%+1,739+5.0%AddedHolders
Q2 202534,772$3.61M0.1%+551+1.6%AddedHolders
Q1 202534,221$3.74M0.1%+9,402+37.9%AddedHolders
Q4 202424,819$2.29M0.1%−1,987−7.4%ReducedHolders
Q3 202426,806$2.75M0.2%−1,002−3.6%ReducedHolders
Q2 202427,808$2.44M0.2%−2,545−8.4%ReducedHolders
Q1 202430,353$2.61M0.2%−15,210−33.4%ReducedHolders
Q4 202345,563$3.70M0.3%+1,718+3.9%AddedHolders
Q3 202343,845$3.30M0.3%+16,650+61.2%AddedHolders
Q2 202327,195$2.29M0.3%−725−2.6%ReducedHolders
Q1 202327,920$2.54M0.3%+2,811+11.2%AddedHolders
Q4 202225,109$2.38M0.3%+2,852+12.8%AddedHolders
Q3 202222,257$1.92M0.3%+3,488+18.6%AddedHolders
Q2 202218,769$1.80M0.3%+2,977+18.9%AddedHolders
Q1 202215,792$1.58M0.2%+6,582+71.5%AddedHolders
Q4 20219,210$819.0K0.1%+2,542+38.1%AddedHolders
Q3 20216,668$541.0K0.1%+441+7.1%AddedHolders
Q2 20216,227$526.0K0.1%+5,220+518.4%AddedHolders
Q1 20211,007$85.0K<0.1%––Holders

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