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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by SageView 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)
4,388
Value
$600.3K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of AEP by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,388$600.3K<0.1%−454−9.4%ReducedHolders
Q1 20264,842$634.6K<0.1%−1,165−19.4%ReducedHolders
Q4 20256,007$692.6K<0.1%−219−3.5%ReducedHolders
Q3 20256,226$700.5K<0.1%+341+5.8%AddedHolders
Q2 20255,885$635.3K<0.1%+136+2.4%AddedHolders
Q1 20255,749$628.2K<0.1%−470−7.6%ReducedHolders
Q4 20246,219$573.6K<0.1%−455−6.8%ReducedHolders
Q3 20246,674$684.8K<0.1%−851−11.3%ReducedHolders
Q2 20247,525$660.3K<0.1%−3,426−31.3%ReducedHolders
Q1 202410,951$942.9K0.1%−2,445−18.3%ReducedHolders
Q4 202313,396$1.05M<0.1%−1,131−7.8%ReducedHolders
Q3 202314,527$1.09M0.1%−3,022−17.2%ReducedHolders
Q2 202317,549$1.48M0.1%+713+4.2%AddedHolders
Q1 202316,836$1.53M0.1%+13,765+448.2%AddedHolders
Q4 20223,071$291.5K<0.1%–No prior filingHolders