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Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by Evolve Private Wealth, 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)
1,487
Value
$203.5K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of AEP by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,487$203.5K<0.1%−11,293−88.4%ReducedHolders
Q1 202612,780$1.68M0.1%+218+1.7%AddedHolders
Q4 202512,562$1.45M0.1%–No prior filingHolders