RF
AEP icon

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
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 $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

Rossby Financial's AEP Position: Q1 2026 in Review

Rossby Financial reduced its American Electric Power (AEP) stake by 41% in Q1 2026, selling an estimated $39K and leaving 443 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #702.

Rossby Financial first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $131K in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Rossby Financial held 443 shares of American Electric Power worth $58.3K as of Q1 2026.
  • Rossby Financial sold 312 American Electric Power shares in Q1 2026, an estimated $39K.
  • American Electric Power made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #702 holding.
  • Rossby Financial first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's American Electric Power position peaked at $131K in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.