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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by W 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 (Q2 2026)
3,274
Value
$447.9K
% of portfolio
0.2%
Quarters held
16
Since Q4 2021
Holdings of AEP by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,274$447.9K0.2%00.0%UnchangedHolders
Q1 20263,274$429.2K0.2%−5−0.2%ReducedHolders
Q4 20253,279$378.1K0.2%00.0%UnchangedHolders
Q3 20253,279$368.9K0.2%+2+0.1%AddedHolders
Q2 20253,277$340.0K0.2%−175−5.1%ReducedHolders
Q1 20253,452$377.2K0.2%+77+2.3%AddedHolders
Q4 20243,375$311.3K0.2%−8−0.2%ReducedHolders
Q3 20243,383$347.1K0.2%+51+1.5%AddedHolders
Q2 20243,332$292.3K0.2%+19+0.6%AddedHolders
Q1 20243,313$285.2K0.2%+3,313NewHolders
Q2 20230$00.0%−2,310−100.0%Sold outHolders
Q1 20232,310$210.2K0.2%00.0%UnchangedHolders
Q4 20222,310$219.3K0.2%00.0%UnchangedHolders
Q3 20222,310$200.0K0.2%00.0%UnchangedHolders
Q2 20222,310$222.0K0.2%00.0%UnchangedHolders
Q1 20222,310$230.0K0.2%00.0%UnchangedHolders
Q4 20212,310$206.0K0.2%–No prior filingHolders