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Rockland Trust’s American Electric Power AEP Stock Holding History

Rockland Trust’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 		$323K Sell
2,364
-187
-7% -$24.6K 0.01% 267
2026
Q1 		$334K Hold
2,551
– – 0.01% 263
2025
Q4 		$294K Buy
+2,551
New +$301K 0.01% 264
2024
Q4 		– Sell
-2,316
Closed -$238K – 281
2024
Q3 		$238K Sell
2,316
-6
-0.3% -$586 0.01% 258
2024
Q2 		$204K Sell
2,322
-259
-10% -$22.7K 0.01% 290
2024
Q1 		$222K Sell
2,581
-135
-5% -$11K 0.01% 274
2023
Q4 		$221K Buy
+2,716
New +$211K 0.01% 277
2023
Q3 		– Sell
-2,707
Closed -$228K – 286
2023
Q2 		$228K Hold
2,707
– – 0.01% 273
2023
Q1 		$246K Sell
2,707
-898
-25% -$82.1K 0.02% 265
2022
Q4 		$343K Sell
3,605
-713
-17% -$64.9K 0.02% 224
2022
Q3 		$373K Sell
4,318
-528
-11% -$52.2K 0.03% 199
2022
Q2 		$465K Sell
4,846
-807
-14% -$80K 0.03% 193
2022
Q1 		$564K Buy
5,653
+3,265
+137% +$298K 0.04% 193
2021
Q4 		$212K Sell
2,388
-199
-8% -$16.8K 0.01% 288
2021
Q3 		$210K Buy
+2,587
New +$226K 0.01% 271
2020
Q1 		– Sell
-2,418
Closed -$228K – 240
2019
Q4 		$228K Buy
2,418
+50
+2% +$4.62K 0.02% 256
2019
Q3 		$219K Sell
2,368
-250
-10% -$22.7K 0.02% 250
2019
Q2 		$230K Buy
2,618
+1,018
+64% +$87.7K 0.02% 220
2019
Q1 		$134K Sell
1,600
-1,000
-38% -$79.5K 0.01% 225
2018
Q4 		$194K Buy
+2,600
New +$195K 0.02% 212

Other funds holding AEP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Rockland Trust's AEP Position: Q2 2026 in Review

Rockland Trust reduced its American Electric Power (AEP) stake by 7.3% in Q2 2026, selling an estimated $24.6K and leaving 2,364 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #267.

Rockland Trust first reported a position in AEP in Q4 2018 and has held it in 20 quarters since. The position peaked at $564K in Q1 2022. 971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Rockland Trust held 2,364 shares of American Electric Power worth $323K as of Q2 2026.
  • Rockland Trust sold 187 American Electric Power shares in Q2 2026, an estimated $24.6K.
  • American Electric Power made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #267 holding.
  • Rockland Trust first reported a position in American Electric Power in Q4 2018 and has held it in 20 quarters since.
  • Rockland Trust's American Electric Power position peaked at $564K in Q1 2022.
  • 971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.