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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RBA Wealth Management's AEP Position: Q2 2026 in Review

RBA Wealth Management reduced its American Electric Power (AEP) stake by 7.4% in Q2 2026, selling an estimated $420K and leaving 39,686 shares worth $5.43M. The position accounts for 1.99% of the portfolio, ranked #22.

RBA Wealth Management first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.62M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • RBA Wealth Management held 39,686 shares of American Electric Power worth $5.43M as of Q2 2026.
  • RBA Wealth Management sold 3,189 American Electric Power shares in Q2 2026, an estimated $420K.
  • American Electric Power made up 1.99% of RBA Wealth Management's portfolio in Q2 2026, its #22 holding.
  • RBA Wealth Management first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • RBA Wealth Management's American Electric Power position peaked at $5.62M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.