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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
Q2 		$555K Buy
4,056
+327
+9% +$43.1K 0.02% 600
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 $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

Krilogy Financial's AEP Position: Q2 2026 in Review

Krilogy Financial increased its American Electric Power (AEP) stake by 8.8% in Q2 2026, buying an estimated $43.1K and bringing the position to 4,056 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #600.

Krilogy Financial first reported a position in AEP in Q3 2015 and has held it in 16 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Krilogy Financial held 4,056 shares of American Electric Power worth $555K as of Q2 2026.
  • Krilogy Financial bought 327 American Electric Power shares in Q2 2026, an estimated $43.1K.
  • American Electric Power made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #600 holding.
  • Krilogy Financial first reported a position in American Electric Power in Q3 2015 and has held it in 16 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.