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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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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. 673 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.
  • 673 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.