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Carroll Advisory Group, LLC

SEC CIK
0002108684
Latest filing
Jul 23, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Carroll 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)
2,681
Value
$366.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of AEP by Carroll Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,681$366.8K0.1%00.0%UnchangedHolders
Q1 20262,681$351.4K0.1%00.0%UnchangedHolders
Q4 20252,681$309.1K0.1%–No prior filingHolders