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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
Q2 		– Sell
-934
Closed -$122K – 464
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 $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 $3.37T AUM 44.26% 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

Root Financial Partners's AEP Position: Q2 2026 in Review

Root Financial Partners sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 934 shares — an estimated $122K sold.

Root Financial Partners first reported a position in AEP in Q3 2025 and held it in 3 quarters. The position peaked at $122K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Root Financial Partners reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 934 American Electric Power shares in Q2 2026, an estimated $122K.
  • Root Financial Partners first reported a position in American Electric Power in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's American Electric Power position peaked at $122K in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.