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Rockbridge Capital Management’s American Electric Power AEP Stock Holding History

Rockbridge Capital 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 		$289K Hold
2,116
– – 0.19% 26
2026
Q1 		$277K Hold
2,116
– – 0.19% 23
2025
Q4 		$244K Hold
2,116
– – 0.15% 28
2025
Q3 		$238K Hold
2,116
– – 0.14% 26
2025
Q2 		$220K Hold
2,116
– – 0.13% 26
2025
Q1 		$231K Buy
+2,116
New +$214K 0.14% 23

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

Rockbridge Capital Management's AEP Position: Q2 2026 in Review

Rockbridge Capital Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,116 shares worth $289K. The position accounts for 0.19% of the portfolio, ranked #26.

Rockbridge Capital Management first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Rockbridge Capital Management held 2,116 shares of American Electric Power worth $289K as of Q2 2026.
  • Rockbridge Capital Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.19% of Rockbridge Capital Management's portfolio in Q2 2026, its #26 holding.
  • Rockbridge Capital Management first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Rockbridge Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.