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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Procyon Private Wealth Partners, 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)
5,005
Value
$684.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,005$684.7K<0.1%−7−0.1%ReducedHolders
Q1 20265,012$657.0K<0.1%+818+19.5%AddedHolders
Q4 20254,194$483.7K<0.1%−1,107−20.9%ReducedHolders
Q3 20255,301$596.4K<0.1%−2,888−35.3%ReducedHolders
Q2 20258,189$849.7K0.1%−425−4.9%ReducedHolders
Q1 20258,614$941.2K0.1%+938+12.2%AddedHolders
Q4 20247,676$708.0K<0.1%−237−3.0%ReducedHolders
Q3 20247,913$811.7K0.1%−921−10.4%ReducedHolders
Q2 20248,834$775.1K0.1%−541−5.8%ReducedHolders
Q1 20249,375$807.2K0.1%−533−5.4%ReducedHolders
Q4 20239,908$804.7K0.1%−558−5.3%ReducedHolders
Q3 202310,466$787.3K0.1%−242−2.3%ReducedHolders
Q2 202310,708$901.6K0.1%+1,320+14.1%AddedHolders
Q1 20239,388$854.2K0.1%+2,171+30.1%AddedHolders
Q4 20227,217$685.3K0.1%+39+0.5%AddedHolders
Q3 20227,178$621.0K0.2%−1,309−15.4%ReducedHolders
Q2 20228,487$814.0K0.2%−3,468−29.0%ReducedHolders
Q1 202211,955$1.19M0.2%+711+6.3%AddedHolders
Q4 202111,244$1.00M0.2%+448+4.1%AddedHolders
Q3 202110,796$876.0K0.2%+1,022+10.5%AddedHolders
Q2 20219,774$827.0K0.2%+4,584+88.3%AddedHolders
Q1 20215,190$440.0K0.2%––Holders

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