Klingman & Associates, LLC
Position in AEP — American Electric Power Co Inc
CIK 1662449
New York, NY
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$209,319
New position
Shares Held
1,530
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,594
of 1,965 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Klingman & Associates, LLC holds $3,946,831 across 7 Utilities - Regulated Electric names. AEP ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,597,677 | |
| 2 | ED |
Consolidated Edison Inc
|
6,711 | $742,437 | |
| 3 | SO |
Southern Co
|
5,015 | $479,985 | |
| 4 | LNT |
Alliant Energy Corp
|
5,559 | $424,096 | |
| 5 | DUK |
Duke Energy CORP
|
2,237 | $283,159 | |
| 6 | CNP |
Centerpoint Energy Inc
|
4,772 | $210,158 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
1,530 | $209,319 |
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,319 | 1,530 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||