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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Curi RMB Capital's AEP Position: Q1 2026 in Review

Curi RMB Capital reduced its American Electric Power (AEP) stake by 29% in Q1 2026, selling an estimated $139K and leaving 2,742 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #688.

Curi RMB Capital first reported a position in AEP in Q3 2018 and has held it in 10 quarters since. The position peaked at $445K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Curi RMB Capital held 2,742 shares of American Electric Power worth $359K as of Q1 2026.
Curi RMB Capital sold 1,113 American Electric Power shares in Q1 2026, an estimated $139K.
American Electric Power made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #688 holding.
Curi RMB Capital first reported a position in American Electric Power in Q3 2018 and has held it in 10 quarters since.
Curi RMB Capital's American Electric Power position peaked at $445K in Q4 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.