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Element Wealth, LLC

SEC CIK
0001802743
Latest filing
Aug 14, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Element 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)
1,818
Value
$248.8K
% of portfolio
0.1%
Quarters held
5
Since Q1 2025
Holdings of AEP by Element Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,818$248.8K0.1%−52−2.8%ReducedHolders
Q1 20261,870$245.1K0.1%+6+0.3%AddedHolders
Q4 20251,864$214.9K0.1%+8+0.4%AddedHolders
Q3 20251,856$208.8K0.1%+1,856NewHolders
Q2 20250$00.0%−1,847−100.0%Sold outHolders
Q1 20251,847$201.9K0.1%+1,847NewHolders