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Rockport Wealth’s American Electric Power AEP Stock Holding History

Rockport Wealth’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 		$643K Hold
4,699
– – 0.11% 53
2026
Q1 		$616K Hold
4,699
– – 0.11% 55
2025
Q4 		$542K Hold
4,699
– – 0.11% 57
2025
Q3 		$529K Buy
4,699
+2,347
+100% +$257K 0.11% 55
2025
Q2 		$244K Buy
+2,352
New +$245K 0.06% 72

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

Rockport Wealth's AEP Position: Q2 2026 in Review

Rockport Wealth held its American Electric Power (AEP) position steady in Q2 2026 at 4,699 shares worth $643K. The position accounts for 0.11% of the portfolio, ranked #53.

Rockport Wealth first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. 935 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Rockport Wealth held 4,699 shares of American Electric Power worth $643K as of Q2 2026.
  • Rockport Wealth left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.11% of Rockport Wealth's portfolio in Q2 2026, its #53 holding.
  • Rockport Wealth first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • 935 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.