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Matthew Hamilton Rosenberg’s American Electric Power AEP Stock Holding History

Matthew Hamilton Rosenberg’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 		$201K Hold
1,470
– – 0.04% 226
2026
Q1 		$193K Hold
1,470
– – 0.04% 219
2025
Q4 		$170K Sell
1,470
-55
-4% -$6.5K 0.04% 236
2025
Q3 		$172K Buy
1,525
+92
+6% +$10.1K 0.04% 235
2025
Q2 		$149K Sell
1,433
-922
-39% -$95.9K 0.03% 251
2025
Q1 		$257K Hold
2,355
– – 0.06% 146
2024
Q4 		$217K Sell
2,355
-237
-9% -$22.9K 0.06% 169
2024
Q3 		$266K Hold
2,592
– – 0.07% 150
2024
Q2 		$226K Buy
2,592
+123
+5% +$10.8K 0.07% 161
2024
Q1 		$209K Sell
2,469
-103
-4% -$8.37K 0.06% 182
2023
Q4 		$209K Buy
2,572
+277
+12% +$21.5K 0.06% 169
2023
Q3 		$173K Sell
2,295
-291
-11% -$23.7K 0.06% 193
2023
Q2 		$218K Hold
2,586
– – 0.07% 156
2023
Q1 		$235K Hold
2,586
– – 0.08% 163
2022
Q4 		$246K Buy
2,586
+11
+0.4% +$1K 0.08% 149
2022
Q3 		$223K Buy
2,575
+52
+2% +$5.14K 0.09% 143
2022
Q2 		$247K Hold
2,523
– – 0.09% 133
2022
Q1 		$252K Buy
2,523
+463
+22% +$42.3K 0.09% 153
2021
Q4 		$183K Buy
2,060
+705
+52% +$59.5K 0.07% 196
2021
Q3 		$110K Sell
1,355
-727
-35% -$63.5K 0.04% 268
2021
Q2 		$176K Sell
2,082
-46
-2% -$3.96K 0.09% 157
2021
Q1 		$180K Buy
2,128
+2
+0.1% +$161 0.1% 137
2020
Q4 		$177K Buy
2,126
+460
+28% +$39.9K 0.11% 130
2020
Q3 		$136K Hold
1,666
– – 0.1% 134
2020
Q2 		$133K Hold
1,666
– – 0.11% 131
2020
Q1 		$134K Buy
+1,666
New +$158K 0.13% 92

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Matthew Hamilton Rosenberg's AEP Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its American Electric Power (AEP) position steady in Q2 2026 at 1,470 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #226.

Matthew Hamilton Rosenberg first reported a position in AEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $266K in Q3 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,470 shares of American Electric Power worth $201K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #226 holding.
  • Matthew Hamilton Rosenberg first reported a position in American Electric Power in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's American Electric Power position peaked at $266K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.