LMKC
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return