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Knollwood Investment Advisory’s American Electric Power AEP Stock Holding History

Knollwood Investment Advisory’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 		$454K Hold
3,321
– – 0.04% 207
2026
Q1 		$435K Hold
3,321
– – 0.04% 235
2025
Q4 		$383K Hold
3,321
– – 0.04% 249
2025
Q3 		$374K Hold
3,321
– – 0.03% 287
2025
Q2 		$345K Hold
3,321
– – 0.03% 294
2025
Q1 		$363K Hold
3,321
– – 0.04% 290
2024
Q4 		$306K Hold
3,321
– – 0.03% 312
2024
Q3 		$341K Hold
3,321
– – 0.04% 307
2024
Q2 		$291K Buy
+3,321
New +$291K 0.03% 312

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's AEP Position: Q2 2026 in Review

Knollwood Investment Advisory held its American Electric Power (AEP) position steady in Q2 2026 at 3,321 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #207.

Knollwood Investment Advisory first reported a position in AEP in Q2 2024 and has held it in 9 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Knollwood Investment Advisory held 3,321 shares of American Electric Power worth $454K as of Q2 2026.
  • Knollwood Investment Advisory left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.04% of Knollwood Investment Advisory's portfolio in Q2 2026, its #207 holding.
  • Knollwood Investment Advisory first reported a position in American Electric Power in Q2 2024 and has held it in 9 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.