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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Mattern Wealth Management 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)
4,042
Value
$553.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,042$553.0K0.1%00.0%UnchangedHolders
Q1 20264,042$529.8K0.1%00.0%UnchangedHolders
Q4 20254,042$466.1K0.1%00.0%UnchangedHolders
Q3 20254,042$454.7K0.1%00.0%UnchangedHolders
Q2 20254,042$419.4K0.1%00.0%UnchangedHolders
Q1 20254,042$441.7K0.1%00.0%UnchangedHolders
Q4 20244,042$372.8K0.1%00.0%UnchangedHolders
Q3 20244,042$414.7K0.1%00.0%UnchangedHolders
Q2 20244,042$354.6K0.1%−1,500−27.1%ReducedHolders
Q1 20245,542$477.2K0.1%−13−0.2%ReducedHolders
Q4 20235,555$451.2K0.1%00.0%UnchangedHolders
Q3 20235,555$417.8K0.1%00.0%UnchangedHolders
Q2 20235,555$467.7K0.1%00.0%UnchangedHolders
Q1 20235,555$505.4K0.2%−223−3.9%ReducedHolders
Q4 20225,778$548.6K0.2%00.0%UnchangedHolders
Q3 20225,778$499.0K0.2%00.0%UnchangedHolders
Q2 20225,778$554.0K0.2%00.0%UnchangedHolders
Q1 20225,778$576.0K0.2%00.0%UnchangedHolders
Q4 20215,778$514.0K0.2%00.0%UnchangedHolders
Q3 20215,778$469.0K0.2%00.0%UnchangedHolders
Q2 20215,778$505.0K0.2%−200−3.3%ReducedHolders
Q1 20215,978$506.0K0.2%––Holders

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