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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Rise Advisors, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of AEP by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−432−100.0%Sold outHolders
Q3 2025432$48.6K<0.1%+8+1.9%AddedHolders
Q2 2025424$44.0K<0.1%+3+0.7%AddedHolders
Q1 2025421$46.0K<0.1%+78+22.7%AddedHolders
Q4 2024343$31.6K<0.1%+4+1.2%AddedHolders
Q3 2024339$34.8K<0.1%+3+0.9%AddedHolders
Q2 2024336$29.5K<0.1%+18+5.7%AddedHolders
Q1 2024318$27.4K<0.1%+318NewHolders
Q3 20230$00.0%−90−100.0%Sold outHolders
Q2 202390$7.57K<0.1%+12+15.4%AddedHolders
Q1 202378$7.10K<0.1%+68+680.0%AddedHolders
Q4 202210$989<0.1%00.0%UnchangedHolders
Q3 202210$1.00K<0.1%00.0%UnchangedHolders
Q2 202210$1.00K<0.1%00.0%UnchangedHolders
Q1 202210$1.00K<0.1%00.0%UnchangedHolders
Q4 202110$898<0.1%–No prior filingHolders