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Werba Rubin Papier Wealth Management’s American Electric Power AEP Stock Holding History

Werba Rubin Papier 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 		$493K Buy
3,604
+823
+30% +$108K 0.06% 155
2026
Q1 		$364K Buy
+2,781
New +$348K 0.05% 172
2025
Q4 		– Sell
-2,179
Closed -$245K – 236
2025
Q3 		$245K Buy
2,179
+35
+2% +$3.83K 0.04% 204
2025
Q2 		$222K Buy
+2,144
New +$223K 0.04% 197

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 $3.38T AUM 44.17% 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

Werba Rubin Papier Wealth Management's AEP Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its American Electric Power (AEP) stake by 30% in Q2 2026, buying an estimated $108K and bringing the position to 3,604 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #155.

Werba Rubin Papier Wealth Management first reported a position in AEP in Q2 2025 and has held it in 4 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 3,604 shares of American Electric Power worth $493K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 823 American Electric Power shares in Q2 2026, an estimated $108K.
  • American Electric Power made up 0.06% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Werba Rubin Papier Wealth Management first reported a position in American Electric Power in Q2 2025 and has held it in 4 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.