Curi RMB Capital’s American Electric Power AEP Stock Holding History

Curi RMB Capital’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 Q2	$371K	Sell	2,714 -28	-1%	-$3.69K	0.01%	689
2026 Q1	$359K	Sell	2,742 -1,113	-29%	-$139K	0.01%	688
2025 Q4	$445K	Buy	3,855 +1,822	+90%	+$215K	0.01%	646
2025 Q3	$229K	Sell	2,033 -151	-7%	-$16.5K	﹤0.01%	653
2025 Q2	$227K	Buy	+2,184	New	+$227K	﹤0.01%	633
2020 Q1	–	Sell	-4,135	Closed	-$391K	–	647
2019 Q4	$391K	Buy	4,135 +18	+0.4%	+$1.66K	0.01%	492
2019 Q3	$386K	Buy	4,117 +81	+2%	+$7.36K	0.01%	527
2019 Q2	$355K	Buy	4,036 +163	+4%	+$14K	0.01%	613
2019 Q1	$324K	Buy	3,873 +618	+19%	+$49.1K	0.01%	655
2018 Q4	$243K	Sell	3,255 -30	-0.9%	-$2.25K	0.01%	792
2018 Q3	$233K	Buy	+3,285	New	+$234K	0.01%	794

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curi RMB Capital's AEP Position: Q2 2026 in Review

Curi RMB Capital reduced its American Electric Power (AEP) stake by 1% in Q2 2026, selling an estimated $3.69K and leaving 2,714 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #689.

Curi RMB Capital first reported a position in AEP in Q3 2018 and has held it in 11 quarters since. The position peaked at $445K in Q4 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Curi RMB Capital held 2,714 shares of American Electric Power worth $371K as of Q2 2026.
Curi RMB Capital sold 28 American Electric Power shares in Q2 2026, an estimated $3.69K.
American Electric Power made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #689 holding.
Curi RMB Capital first reported a position in American Electric Power in Q3 2018 and has held it in 11 quarters since.
Curi RMB Capital's American Electric Power position peaked at $445K in Q4 2025.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.