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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
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 $6.73T 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

Rossby Financial's AEP Position: Q2 2026 in Review

Rossby Financial reduced its American Electric Power (AEP) stake by 35% in Q2 2026, selling an estimated $20.2K and leaving 290 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #771.

Rossby Financial first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $131K in Q1 2025. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Rossby Financial held 290 shares of American Electric Power worth $39.7K as of Q2 2026.
  • Rossby Financial sold 153 American Electric Power shares in Q2 2026, an estimated $20.2K.
  • American Electric Power made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #771 holding.
  • Rossby Financial first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's American Electric Power position peaked at $131K in Q1 2025.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.