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Klingman & Associates’s American Electric Power AEP Stock Holding History

Klingman & Associates’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 		$209K Buy
+1,530
New +$202K 0.01% 337
2016
Q4 		– Sell
-100
Closed -$6K – 103
2016
Q3 		$6K Hold
100
– – ﹤0.01% 316
2016
Q2 		$7K Hold
100
– – ﹤0.01% 309
2016
Q1 		$7K Hold
100
– – ﹤0.01% 312
2015
Q4 		$6K Hold
100
– – ﹤0.01% 325
2015
Q3 		$5K Hold
100
– – ﹤0.01% 355
2015
Q2 		$5K Hold
100
– – ﹤0.01% 342
2015
Q1 		$6K Hold
100
– – ﹤0.01% 300
2014
Q4 		$6K Buy
+100
New +$5.72K ﹤0.01% 307

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Klingman & Associates's AEP Position: Q2 2026 in Review

Klingman & Associates opened a new position in American Electric Power (AEP) in Q2 2026: 1,530 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in AEP as recently as Q3 2016.

Klingman & Associates first reported a position in AEP in Q4 2014 and has held it in 9 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Klingman & Associates held 1,530 shares of American Electric Power worth $209K as of Q2 2026.
  • American Electric Power was a new Klingman & Associates position in Q2 2026.
  • American Electric Power made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #337 holding.
  • Klingman & Associates first reported a position in American Electric Power in Q4 2014 and has held it in 9 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.