Lebenthal Global Advisors
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Lebenthal Global Advisors’s American Electric Power AEP Stock Holding History

Lebenthal Global Advisors’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
Q3 		$348K Buy
2,934
+97
+3% +$12.3K 0.05% 167
2026
Q2 		$388K Sell
2,837
-98
-3% -$12.9K 0.05% 167
2026
Q1 		$385K Buy
2,935
+11
+0.4% +$1.38K 0.06% 166
2025
Q4 		$337K Buy
2,924
+253
+9% +$29.9K 0.05% 163
2025
Q3 		$301K Sell
2,671
-3
-0.1% -$328 0.05% 174
2025
Q2 		$277K Buy
2,674
+7
+0.3% +$728 0.05% 169
2025
Q1 		$291K Buy
+2,667
New +$270K 0.05% 166
2024
Q4 		– Sell
-2,162
Closed -$222K – 191
2024
Q3 		$222K Buy
+2,162
New +$211K 0.05% 173
2023
Q1 		– Sell
-2,119
Closed -$201K – 114
2022
Q4 		$201K Buy
+2,119
New +$193K 0.07% 126
2021
Q1 		– Sell
-2,169
Closed -$180K – 141
2020
Q4 		$180K Buy
+2,169
New +$188K 0.13% 102

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lebenthal Global Advisors's AEP Position: Q3 2026 in Review

Lebenthal Global Advisors increased its American Electric Power (AEP) stake by 3.4% in Q3 2026, buying an estimated $12.3K and bringing the position to 2,934 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #167.

Lebenthal Global Advisors first reported a position in AEP in Q4 2020 and has held it in 10 quarters since. The position peaked at $388K in Q2 2026. 1,622 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Lebenthal Global Advisors held 2,934 shares of American Electric Power worth $348K as of Q3 2026.
  • Lebenthal Global Advisors bought 97 American Electric Power shares in Q3 2026, an estimated $12.3K.
  • American Electric Power made up 0.05% of Lebenthal Global Advisors's portfolio in Q3 2026, its #167 holding.
  • Lebenthal Global Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 10 quarters since.
  • Lebenthal Global Advisors's American Electric Power position peaked at $388K in Q2 2026.
  • 1,622 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.