Rossby Financial
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Rossby Financial’s American Electric Power AEP Stock Holding History

Rossby Financial’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
Q3 		$114K Buy
963
+673
+232% +$85.2K 0.02% 660
2026
Q2 		$39.7K Sell
290
-153
-35% -$20.2K 0.01% 771
2026
Q1 		$58.3K Sell
443
-312
-41% -$39K 0.01% 702
2025
Q4 		$87.1K Hold
755
– – 0.03% 432
2025
Q3 		$85.1K Buy
755
+100
+15% +$10.9K 0.03% 431
2025
Q2 		$68K Sell
655
-574
-47% -$59.7K 0.03% 433
2025
Q1 		$131K Buy
+1,229
New +$124K 0.06% 299

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rossby Financial's AEP Position: Q3 2026 in Review

Rossby Financial increased its American Electric Power (AEP) stake by 232% in Q3 2026, buying an estimated $85.2K and bringing the position to 963 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #660.

Rossby Financial first reported a position in AEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $131K in Q1 2025. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Rossby Financial held 963 shares of American Electric Power worth $114K as of Q3 2026.
  • Rossby Financial bought 673 American Electric Power shares in Q3 2026, an estimated $85.2K.
  • American Electric Power made up 0.02% of Rossby Financial's portfolio in Q3 2026, its #660 holding.
  • Rossby Financial first reported a position in American Electric Power in Q1 2025 and has held it in 7 quarters since.
  • Rossby Financial's American Electric Power position peaked at $131K in Q1 2025.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.