RBA Wealth Management’s American Electric Power AEP Stock Holding History

RBA Wealth Management’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 Q3	$4.77M	Buy	40,222 +536	+1%	+$67.9K	1.51%	32
2026 Q2	$5.43M	Sell	39,686 -3,189	-7%	-$420K	1.99%	22
2026 Q1	$5.62M	Buy	42,875 +182	+0.4%	+$22.8K	2.02%	16
2025 Q4	$4.92M	Buy	42,693 +1,028	+2%	+$121K	1.67%	28
2025 Q3	$4.69M	Sell	41,665 -6,160	-13%	-$674K	1.62%	30
2025 Q2	$4.96M	Buy	47,825 +730	+2%	+$75.9K	1.85%	23
2025 Q1	$5.15M	Buy	+47,095	New	+$4.77M	2.04%	16

Other funds holding AEP

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

RBA Wealth Management's AEP Position: Q3 2026 in Review

RBA Wealth Management increased its American Electric Power (AEP) stake by 1.4% in Q3 2026, buying an estimated $67.9K and bringing the position to 40,222 shares worth $4.77M. The position accounts for 1.51% of the portfolio, ranked #32.

RBA Wealth Management first reported a position in AEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.62M in Q1 2026. 962 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

RBA Wealth Management held 40,222 shares of American Electric Power worth $4.77M as of Q3 2026.
RBA Wealth Management bought 536 American Electric Power shares in Q3 2026, an estimated $67.9K.
American Electric Power made up 1.51% of RBA Wealth Management's portfolio in Q3 2026, its #32 holding.
RBA Wealth Management first reported a position in American Electric Power in Q1 2025 and has held it in 7 quarters since.
RBA Wealth Management's American Electric Power position peaked at $5.62M in Q1 2026.
962 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.