Knollwood Investment Advisory, LLC
Position in AEP — American Electric Power Co Inc
CIK 1999346
HUNT VALLEY, MD
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$454,346
+$19,030 QoQ
Shares Held
3,321
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,166
of 1,972 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Knollwood Investment Advisory, LLC holds $3,122,516 across 6 Utilities - Regulated Electric names. AEP ranks #5 (14.6% of the industry book) .
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,346 | 3,321 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $435,316 | 3,321 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $382,944 | 3,321 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $373,612 | 3,321 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $344,586 | 3,321 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,885 | 3,321 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $306,295 | 3,321 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $340,734 | 3,321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $291,384 | 3,321 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||