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Rossmore Private Capital’s American Electric Power AEP Stock Holding History

Rossmore Private Capital’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 		$609K Sell
4,454
-300
-6% -$39.5K 0.05% 194
2026
Q1 		$623K Sell
4,754
-45
-0.9% -$5.63K 0.05% 184
2025
Q4 		$553K Hold
4,799
– – 0.05% 193
2025
Q3 		$540K Buy
4,799
+293
+7% +$32.1K 0.06% 180
2025
Q2 		$468K Sell
4,506
-1
-0% -$104 0.05% 184
2025
Q1 		$492K Sell
4,507
-45
-1% -$4.56K 0.06% 174
2024
Q4 		$420K Hold
4,552
– – 0.05% 180
2024
Q3 		$467K Hold
4,552
– – 0.06% 176
2024
Q2 		$399K Sell
4,552
-200
-4% -$17.5K 0.05% 182
2024
Q1 		$409K Sell
4,752
-800
-14% -$65K 0.05% 185
2023
Q4 		$451K Sell
5,552
-441
-7% -$34.2K 0.06% 167
2023
Q3 		$451K Sell
5,993
-218
-4% -$17.7K 0.07% 158
2023
Q2 		$523K Hold
6,211
– – 0.08% 151
2023
Q1 		$565K Sell
6,211
-76
-1% -$6.95K 0.09% 145
2022
Q4 		$597K Sell
6,287
-310
-5% -$28.2K 0.1% 143
2022
Q3 		$570K Hold
6,597
– – 0.1% 139
2022
Q2 		$633K Sell
6,597
-516
-7% -$51.1K 0.11% 136
2022
Q1 		$710K Buy
7,113
+115
+2% +$10.5K 0.11% 136
2021
Q4 		$623K Sell
6,998
-587
-8% -$49.5K 0.1% 146
2021
Q3 		$616K Hold
7,585
– – 0.11% 144
2021
Q2 		$642K Buy
7,585
+94
+1% +$8.09K 0.11% 139
2021
Q1 		$634K Buy
7,491
+603
+9% +$48.6K 0.12% 130
2020
Q4 		$574K Sell
6,888
-812
-11% -$70.5K 0.12% 132
2020
Q3 		$629K Buy
7,700
+908
+13% +$74.8K 0.15% 113
2020
Q2 		$541K Buy
6,792
+1,535
+29% +$125K 0.15% 109
2020
Q1 		$420K Buy
+5,257
New +$497K 0.15% 113
2018
Q1 		– Sell
-1,061
Closed -$78.1K – 105
2017
Q4 		$78.1K Buy
+1,061
New +$79.3K 0.08% 140

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

Rossmore Private Capital's AEP Position: Q2 2026 in Review

Rossmore Private Capital reduced its American Electric Power (AEP) stake by 6.3% in Q2 2026, selling an estimated $39.5K and leaving 4,454 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #194.

Rossmore Private Capital first reported a position in AEP in Q4 2017 and has held it in 27 quarters since. The position peaked at $710K in Q1 2022. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Rossmore Private Capital held 4,454 shares of American Electric Power worth $609K as of Q2 2026.
  • Rossmore Private Capital sold 300 American Electric Power shares in Q2 2026, an estimated $39.5K.
  • American Electric Power made up 0.05% of Rossmore Private Capital's portfolio in Q2 2026, its #194 holding.
  • Rossmore Private Capital first reported a position in American Electric Power in Q4 2017 and has held it in 27 quarters since.
  • Rossmore Private Capital's American Electric Power position peaked at $710K in Q1 2022.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.