LMKC
AEP icon

L.M. Kohn & Company’s American Electric Power AEP Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$203K Sell
1,800
-578
-24% -$63.2K 0.24% 117
2025
Q2 		$247K Sell
2,378
-141
-6% -$14.7K 0.07% 235
2025
Q1 		$275K Sell
2,519
-93
-4% -$9.42K 0.07% 215
2024
Q4 		$241K Buy
2,612
+139
+6% +$13.5K 0.06% 223
2024
Q3 		$254K Buy
2,473
+1
+0% +$98 0.06% 228
2024
Q2 		$217K Buy
2,472
+2
+0.1% +$175 0.06% 241
2024
Q1 		$213K Buy
+2,470
New +$201K 0.06% 243

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

L.M. Kohn & Company's AEP Position: Q3 2025 in Review

L.M. Kohn & Company reduced its American Electric Power (AEP) stake by 24% in Q3 2025, selling an estimated $63.2K and leaving 1,800 shares worth $203K. The position accounts for 0.24% of the portfolio, ranked #117.

L.M. Kohn & Company first reported a position in AEP in Q1 2024 and has held it in 7 quarters since. The position peaked at $275K in Q1 2025. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • L.M. Kohn & Company held 1,800 shares of American Electric Power worth $203K as of Q3 2025.
  • L.M. Kohn & Company sold 578 American Electric Power shares in Q3 2025, an estimated $63.2K.
  • American Electric Power made up 0.24% of L.M. Kohn & Company's portfolio in Q3 2025, its #117 holding.
  • L.M. Kohn & Company first reported a position in American Electric Power in Q1 2024 and has held it in 7 quarters since.
  • L.M. Kohn & Company's American Electric Power position peaked at $275K in Q1 2025.
  • 1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.