RIM
AEP icon

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

Rockbridge Investment 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
2024
Q1 		– Sell
-217
Closed -$17.6K – 136
2023
Q4 		$17.6K Buy
+217
New +$16.8K ﹤0.01% 337
2022
Q3 		– Sell
-217
Closed -$20.8K – 112
2022
Q2 		$20.8K Sell
217
-172
-44% -$17K ﹤0.01% 302
2022
Q1 		$39.5K Hold
389
– – 0.01% 331
2021
Q4 		$35K Hold
389
– – 0.01% 405
2021
Q3 		$32K Hold
389
– – 0.01% 378
2021
Q2 		$33K Hold
389
– – 0.01% 369
2021
Q1 		$33K Hold
389
– – 0.01% 341
2020
Q4 		$32K Hold
389
– – 0.01% 342
2020
Q3 		$32K Hold
389
– – 0.01% 319
2020
Q2 		$31K Buy
+389
New +$31.8K 0.01% 282

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockbridge Investment Management's AEP Position: Q1 2024 in Review

Rockbridge Investment Management sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 217 shares — an estimated $17.6K sold.

Rockbridge Investment Management first reported a position in AEP in Q2 2020 and held it in 10 quarters. The position peaked at $39.5K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Rockbridge Investment Management reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 217 American Electric Power shares in Q1 2024, an estimated $17.6K.
  • Rockbridge Investment Management first reported a position in American Electric Power in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's American Electric Power position peaked at $39.5K in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.