Rockbridge Asset Management LLC
Position in AEP — American Electric Power Co Inc
CIK 2056320
ALEXANDRIA, VA
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$289,489
+$12,124 QoQ
Shares Held
2,116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,402
of 1,972 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Rockbridge Asset Management LLC holds $289,489 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
2,116 | $289,489 |
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,489 | 2,116 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $277,365 | 2,116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $243,995 | 2,116 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $238,050 | 2,116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,556 | 2,116 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $231,215 | 2,116 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||