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Livermore
Livermore
ZHEN

Parcion Private Wealth LLC

SEC CIK
0001801263
Latest filing
Jul 27, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Parcion Private Wealth 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)
8,378
Value
$1.15M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Parcion Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,378$1.15M0.1%+339+4.2%AddedHolders
Q1 20268,039$1.05M0.1%+511+6.8%AddedHolders
Q4 20257,528$868.1K0.1%+26+0.3%AddedHolders
Q3 20257,502$844.0K0.1%+1,200+19.0%AddedHolders
Q2 20256,302$653.9K<0.1%+66+1.1%AddedHolders
Q1 20256,236$681.4K0.1%00.0%UnchangedHolders
Q4 20246,236$575.1K<0.1%00.0%UnchangedHolders
Q3 20246,236$639.8K0.1%+117+1.9%AddedHolders
Q2 20246,119$536.9K<0.1%+9+0.1%AddedHolders
Q1 20246,110$526.1K<0.1%−48−0.8%ReducedHolders
Q4 20236,158$500.2K<0.1%00.0%UnchangedHolders
Q3 20236,158$463.2K<0.1%−29−0.5%ReducedHolders
Q2 20236,187$520.9K0.1%−406−6.2%ReducedHolders
Q1 20236,593$599.9K0.1%−882−11.8%ReducedHolders
Q4 20227,475$709.8K0.1%−24,053−76.3%ReducedHolders
Q3 202231,528$2.73M0.3%−486−1.5%ReducedHolders
Q2 202232,014$3.02M0.3%−3,232−9.2%ReducedHolders
Q1 202235,246$3.52M0.3%−12,349−25.9%ReducedHolders
Q4 202147,595$4.33M0.4%−197−0.4%ReducedHolders
Q3 202147,792$3.99M0.4%−963−2.0%ReducedHolders
Q2 202148,755$4.12M0.4%+212+0.4%AddedHolders
Q1 202148,543$4.11M0.5%––Holders

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