Klein Pavlis & Peasley Financial’s American Electric Power AEP Stock Holding History

Klein Pavlis & Peasley Financial’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Sell	10,960 -851	-7%	-$112K	0.78%	41
2026 Q1	$1.55M	Buy	11,811 +520	+5%	+$65.1K	0.86%	39
2025 Q4	$1.3M	Buy	11,291 +1,301	+13%	+$154K	0.77%	39
2025 Q3	$1.12M	Buy	9,990 +1,261	+14%	+$138K	0.69%	44
2025 Q2	$906K	Buy	8,729 +3,916	+81%	+$407K	0.6%	49
2025 Q1	$522K	Buy	4,813 +315	+7%	+$31.9K	0.38%	64
2024 Q4	$415K	Sell	4,498 -55	-1%	-$5.32K	0.34%	66
2024 Q3	$467K	Buy	4,553 +99	+2%	+$9.66K	0.37%	66
2024 Q2	$391K	Buy	4,454 +288	+7%	+$25.2K	0.35%	63
2024 Q1	$359K	Sell	4,166 -50	-1%	-$4.07K	0.32%	64
2023 Q4	$342K	Buy	+4,216	New	+$327K	0.32%	63

Other funds holding AEP

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Klein Pavlis & Peasley Financial's AEP Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial reduced its American Electric Power (AEP) stake by 7.2% in Q2 2026, selling an estimated $112K and leaving 10,960 shares worth $1.5M. The position accounts for 0.78% of the portfolio, ranked #41.

Klein Pavlis & Peasley Financial first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Klein Pavlis & Peasley Financial held 10,960 shares of American Electric Power worth $1.5M as of Q2 2026.
Klein Pavlis & Peasley Financial sold 851 American Electric Power shares in Q2 2026, an estimated $112K.
American Electric Power made up 0.78% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #41 holding.
Klein Pavlis & Peasley Financial first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
Klein Pavlis & Peasley Financial's American Electric Power position peaked at $1.55M in Q1 2026.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.