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Root Financial Partners’s American Electric Power AEP Stock Holding History

Root Financial Partners’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
Q1 		$122K Buy
934
+296
+46% +$37K 0.01% 493
2025
Q4 		$73.6K Buy
638
+83
+15% +$9.8K ﹤0.01% 577
2025
Q3 		$62.4K Buy
+555
New +$60.7K ﹤0.01% 594

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Root Financial Partners's AEP Position: Q1 2026 in Review

Root Financial Partners increased its American Electric Power (AEP) stake by 46% in Q1 2026, buying an estimated $37K and bringing the position to 934 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #493.

Root Financial Partners first reported a position in AEP in Q3 2025 and has held it in 3 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Root Financial Partners held 934 shares of American Electric Power worth $122K as of Q1 2026.
  • Root Financial Partners bought 296 American Electric Power shares in Q1 2026, an estimated $37K.
  • American Electric Power made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #493 holding.
  • Root Financial Partners first reported a position in American Electric Power in Q3 2025 and has held it in 3 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.