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TRB Wealth Management’s American Electric Power AEP Stock Holding History

TRB Wealth Management’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 		$322K Buy
2,350
+100
+4% +$13.2K 0.04% 203
2026
Q1 		$295K Buy
+2,250
New +$282K 0.04% 210

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

TRB Wealth Management's AEP Position: Q2 2026 in Review

TRB Wealth Management increased its American Electric Power (AEP) stake by 4.4% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,350 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #203.

TRB Wealth Management first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 1,967 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • TRB Wealth Management held 2,350 shares of American Electric Power worth $322K as of Q2 2026.
  • TRB Wealth Management bought 100 American Electric Power shares in Q2 2026, an estimated $13.2K.
  • American Electric Power made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #203 holding.
  • TRB Wealth Management first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • 1,967 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.