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Rockline Wealth Management’s American Electric Power AEP Stock Holding History

Rockline 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 		$4.41M Sell
32,221
-521
-2% -$68.6K 0.84% 35
2026
Q1 		$4.29M Sell
32,742
-541
-2% -$67.7K 0.93% 35
2025
Q4 		$3.84M Buy
33,283
+1,175
+4% +$139K 0.78% 36
2025
Q3 		$3.61M Buy
32,108
+1,512
+5% +$165K 0.75% 36
2025
Q2 		$3.17M Buy
30,596
+409
+1% +$42.6K 0.75% 38
2025
Q1 		$3.3M Buy
30,187
+1,287
+4% +$130K 0.92% 36
2024
Q4 		$2.67M Buy
28,900
+2,119
+8% +$205K 0.71% 44
2024
Q3 		$2.75M Buy
26,781
+1,219
+5% +$119K 0.78% 42
2024
Q2 		$2.24M Buy
25,562
+368
+1% +$32.2K 0.69% 46
2024
Q1 		$2.17M Buy
25,194
+795
+3% +$64.6K 0.76% 43
2023
Q4 		$1.98M Buy
+24,399
New +$1.89M 0.82% 41

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 $3.38T AUM 44.17% 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

Rockline Wealth Management's AEP Position: Q2 2026 in Review

Rockline Wealth Management reduced its American Electric Power (AEP) stake by 1.6% in Q2 2026, selling an estimated $68.6K and leaving 32,221 shares worth $4.41M. The position accounts for 0.84% of the portfolio, ranked #35.

Rockline Wealth Management first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Rockline Wealth Management held 32,221 shares of American Electric Power worth $4.41M as of Q2 2026.
  • Rockline Wealth Management sold 521 American Electric Power shares in Q2 2026, an estimated $68.6K.
  • American Electric Power made up 0.84% of Rockline Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Rockline Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.