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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → AEP
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC AEP Position History
American Electric Power Company, Inc. • Utilities
Quarters held
3
Latest value
$4.6M
Q3 2026
Peak value
$6M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $6M |
| Q2 2026 | $5.3M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 38.8K | — | — |
| Q2 2026 | $5.3M | 38.8K | — | — |
| Q1 2026 | $6M | 45.5K | — | — |
Other funds holding AEP
$5.4B
$5.4B
$5.2B
$5.2B
$4.2B
$4.2B
$3.5B