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Krilogy Financial’s American Electric Power AEP Stock Holding History

Krilogy 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
Q1 		$502K Sell
3,729
-392
-10% -$49K 0.02% 578
2025
Q4 		$486K Sell
4,121
-411
-9% -$48.5K 0.02% 567
2025
Q3 		$543K Buy
+4,532
New +$496K 0.02% 503
2018
Q4 		– Sell
-1,258
Closed -$89K – 151
2018
Q3 		$89K Buy
+1,258
New +$89.5K 0.02% 237
2018
Q2 		– Sell
-1,413
Closed -$97K – 160
2018
Q1 		$97K Buy
1,413
+1
+0.1% +$67 0.02% 240
2017
Q4 		$104K Buy
1,412
+1
+0.1% +$75 0.03% 224
2017
Q3 		$99K Buy
1,411
+529
+60% +$37.7K 0.03% 245
2017
Q2 		$61K Buy
882
+3
+0.3% +$208 0.02% 283
2017
Q1 		$55K Hold
879
– – 0.02% 277
2016
Q4 		$55K Sell
879
-657
-43% -$40.5K 0.02% 277
2016
Q3 		$99K Buy
1,536
+5
+0.3% +$336 0.03% 210
2016
Q2 		$107K Buy
1,531
+785
+105% +$51.4K 0.04% 192
2016
Q1 		$50K Sell
746
-176
-19% -$10.9K 0.02% 264
2015
Q4 		$54K Buy
922
+376
+69% +$21.3K 0.05% 127
2015
Q3 		$40K Buy
+546
New +$30.3K 0.02% 229

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Krilogy Financial's AEP Position: Q1 2026 in Review

Krilogy Financial reduced its American Electric Power (AEP) stake by 9.5% in Q1 2026, selling an estimated $49K and leaving 3,729 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #578.

Krilogy Financial first reported a position in AEP in Q3 2015 and has held it in 15 quarters since. The position peaked at $543K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Krilogy Financial held 3,729 shares of American Electric Power worth $502K as of Q1 2026.
  • Krilogy Financial sold 392 American Electric Power shares in Q1 2026, an estimated $49K.
  • American Electric Power made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #578 holding.
  • Krilogy Financial first reported a position in American Electric Power in Q3 2015 and has held it in 15 quarters since.
  • Krilogy Financial's American Electric Power position peaked at $543K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.