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 Q2	$205K	Sell	1,496 -525	-26%	-$69.2K	0.01%	617
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robertson Stephens Wealth Management's AEP Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its American Electric Power (AEP) stake by 26% in Q2 2026, selling an estimated $69.2K and leaving 1,496 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #617.

Robertson Stephens Wealth Management first reported a position in AEP in Q1 2020 and has held it in 5 quarters since. The position peaked at $302K in Q1 2020. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Robertson Stephens Wealth Management held 1,496 shares of American Electric Power worth $205K as of Q2 2026.
Robertson Stephens Wealth Management sold 525 American Electric Power shares in Q2 2026, an estimated $69.2K.
American Electric Power made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #617 holding.
Robertson Stephens Wealth Management first reported a position in American Electric Power in Q1 2020 and has held it in 5 quarters since.
Robertson Stephens Wealth Management's American Electric Power position peaked at $302K in Q1 2020.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.