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 Q3	$202K	Buy	1,705 +175	+11%	+$22.2K	0.01%	415
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Klingman & Associates's AEP Position: Q3 2026 in Review

Klingman & Associates increased its American Electric Power (AEP) stake by 11% in Q3 2026, buying an estimated $22.2K and bringing the position to 1,705 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #415.

Klingman & Associates first reported a position in AEP in Q4 2014 and has held it in 10 quarters since. The position peaked at $209K in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Klingman & Associates held 1,705 shares of American Electric Power worth $202K as of Q3 2026.
Klingman & Associates bought 175 American Electric Power shares in Q3 2026, an estimated $22.2K.
American Electric Power made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #415 holding.
Klingman & Associates first reported a position in American Electric Power in Q4 2014 and has held it in 10 quarters since.
Klingman & Associates's American Electric Power position peaked at $209K in Q2 2026.
528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.