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Livermore
Livermore
ZHEN

Journey Advisory Group, LLC

SEC CIK
0001840085
Latest filing
Aug 4, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Journey Advisory Group, 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)
2,244
Value
$307.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of AEP by Journey Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,244$307.0K<0.1%−33−1.4%ReducedHolders
Q1 20262,277$298.5K<0.1%+33+1.5%AddedHolders
Q4 20252,244$258.8K<0.1%00.0%UnchangedHolders
Q3 20252,244$252.4K<0.1%00.0%UnchangedHolders
Q2 20252,244$232.8K<0.1%00.0%UnchangedHolders
Q1 20252,244$245.2K<0.1%−135−5.7%ReducedHolders
Q4 20242,379$208.7K<0.1%00.0%UnchangedHolders
Q3 20242,379$208.7K<0.1%00.0%UnchangedHolders
Q2 20242,379$208.7K<0.1%00.0%UnchangedHolders
Q1 20242,379$204.8K<0.1%+2,379NewHolders
Q3 20230$00.0%−2,530−100.0%Sold outHolders
Q2 20232,530$213.0K<0.1%−161−6.0%ReducedHolders
Q1 20232,691$244.9K<0.1%−119−4.2%ReducedHolders
Q4 20222,810$266.8K0.1%−4,510−61.6%ReducedHolders
Q3 20227,320$633.0K0.2%−727−9.0%ReducedHolders
Q2 20228,047$797.0K0.2%+143+1.8%AddedHolders
Q1 20227,904$789.0K0.2%+26+0.3%AddedHolders
Q4 20217,878$701.0K0.2%+1,959+33.1%AddedHolders
Q3 20215,919$481.0K0.2%+15+0.3%AddedHolders
Q2 20215,904$499.0K0.2%+27+0.5%AddedHolders
Q1 20215,877$498.0K0.2%––Holders

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