Skip to main content
Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Altus Wealth 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)
17,949
Value
$2.46M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of AEP by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,949$2.46M0.9%+98+0.5%AddedHolders
Q1 202617,851$2.34M1.0%−296−1.6%ReducedHolders
Q4 202518,147$2.09M0.8%−131−0.7%ReducedHolders
Q3 202518,278$2.06M0.8%−71−0.4%ReducedHolders
Q2 202518,349$1.90M0.8%−41−0.2%ReducedHolders
Q1 202518,390$2.01M0.9%−65−0.4%ReducedHolders
Q4 202418,455$1.70M0.8%−238−1.3%ReducedHolders
Q3 202418,693$1.92M0.8%+835+4.7%AddedHolders
Q2 202417,858$1.57M0.8%+476+2.7%AddedHolders
Q1 202417,382$1.50M0.8%+416+2.5%AddedHolders
Q4 202316,966$1.38M0.8%+1,827+12.1%AddedHolders
Q3 202315,139$1.14M0.7%−169−1.1%ReducedHolders
Q2 202315,308$1.29M0.8%+73+0.5%AddedHolders
Q1 202315,235$1.39M0.9%+13+0.1%AddedHolders
Q4 202215,222$1.45M1.1%+4,416+40.9%AddedHolders
Q3 202210,806$877.0K0.9%00.0%UnchangedHolders
Q2 202210,806$877.0K0.9%−3,850−26.3%ReducedHolders
Q1 202214,656$1.46M1.2%+4,460+43.7%AddedHolders
Q4 202110,196$907.0K0.7%−610−5.6%ReducedHolders
Q3 202110,806$877.0K0.9%+409+3.9%AddedHolders
Q2 202110,397$879.0K0.9%+33+0.3%AddedHolders
Q1 202110,364$916.0K0.9%––Holders

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