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Robertson Stephens Wealth Management’s American Electric Power AEP Stock Holding History

Robertson Stephens 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
Q1 		$265K Buy
2,021
+123
+6% +$15.4K 0.01% 533
2025
Q4 		$219K Buy
+1,898
New +$224K 0.01% 586
2025
Q2 		– Sell
-1,874
Closed -$205K – 553
2025
Q1 		$205K Buy
+1,874
New +$190K 0.01% 526
2020
Q2 		– Sell
-3,771
Closed -$302K – 189
2020
Q1 		$302K Buy
+3,771
New +$357K 0.1% 136

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Robertson Stephens Wealth Management's AEP Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its American Electric Power (AEP) stake by 6.5% in Q1 2026, buying an estimated $15.4K and bringing the position to 2,021 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #533.

Robertson Stephens Wealth Management first reported a position in AEP in Q1 2020 and has held it in 4 quarters since. The position peaked at $302K in Q1 2020. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Robertson Stephens Wealth Management held 2,021 shares of American Electric Power worth $265K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 123 American Electric Power shares in Q1 2026, an estimated $15.4K.
  • American Electric Power made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #533 holding.
  • Robertson Stephens Wealth Management first reported a position in American Electric Power in Q1 2020 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's American Electric Power position peaked at $302K in Q1 2020.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.