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CARY STREET PARTNERS ASSET MANAGEMENT LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on AEP, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 22,588 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,588 shares
    Change vs previous 13F -17,022 shares

    0.06% of the 13F portfolio, value $3,090,207.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 21,348 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,240 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,610 shares
    Change vs previous 13F -3,191 shares

    0.12% of the 13F portfolio, value $5,192,020.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,501 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,109 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,801 shares
    Change vs previous 13F +3,938 shares

    0.11% of the 13F portfolio, value $4,935,348.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 41,684 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,117 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,863 shares
    Change vs previous 13F +3,763 shares

    0.11% of the 13F portfolio, value $4,372,011.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 37,223 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,640 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,100 shares
    Change vs previous 13F -1,493 shares

    0.1% of the 13F portfolio, value $3,641,884.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,309 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 791 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,593 shares
    Change vs previous 13F +1,190 shares

    0.12% of the 13F portfolio, value $3,998,441.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,891 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 702 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,403 shares
    Change vs previous 13F +4,549 shares

    0.1% of the 13F portfolio, value $3,265,207.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,022 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 381 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,854 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,165,574.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).