Blue Trust Inc
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Blue Trust Inc’s American Electric Power AEP Stock Holding History

Blue Trust Inc’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
Q3 		$729K Sell
6,143
-1,405
-19% -$178K 0.01% 373
2026
Q2 		$1.03M Buy
7,548
+3,168
+72% +$417K 0.01% 289
2026
Q1 		$574K Sell
4,380
-426
-9% -$53.3K 0.01% 442
2025
Q4 		$554K Buy
4,806
+78
+2% +$9.21K 0.01% 450
2025
Q3 		$532K Sell
4,728
-638
-12% -$69.8K 0.01% 466
2025
Q2 		$557K Sell
5,366
-325
-6% -$33.8K 0.01% 411
2025
Q1 		$622K Buy
5,691
+403
+8% +$40.8K 0.01% 356
2024
Q4 		$488K Sell
5,288
-1,821
-26% -$176K 0.01% 387
2024
Q3 		$624K Buy
7,109
+3,445
+94% +$336K 0.01% 387
2024
Q2 		$315K Buy
3,664
+691
+23% +$60.4K ﹤0.01% 541
2024
Q1 		$256K Sell
2,973
-783
-21% -$63.7K ﹤0.01% 435
2023
Q4 		$283K Sell
3,756
-652
-15% -$50.6K ﹤0.01% 346
2023
Q3 		$371K Buy
4,408
+9
+0.2% +$732 0.01% 308
2023
Q2 		$400K Sell
4,399
-737
-14% -$65.1K 0.01% 260
2023
Q1 		$488K Sell
5,136
-262
-5% -$24K 0.01% 301
2022
Q4 		$467K Buy
5,398
+2,107
+64% +$192K 0.01% 268
2022
Q3 		$316K Buy
3,291
+459
+16% +$45.4K 0.01% 261
2022
Q2 		$282K Buy
+2,832
New +$281K ﹤0.01% 267

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Blue Trust Inc's AEP Position: Q3 2026 in Review

Blue Trust Inc reduced its American Electric Power (AEP) stake by 19% in Q3 2026, selling an estimated $178K and leaving 6,143 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #373.

Blue Trust Inc first reported a position in AEP in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.03M in Q2 2026. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Blue Trust Inc held 6,143 shares of American Electric Power worth $729K as of Q3 2026.
  • Blue Trust Inc sold 1,405 American Electric Power shares in Q3 2026, an estimated $178K.
  • American Electric Power made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #373 holding.
  • Blue Trust Inc first reported a position in American Electric Power in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's American Electric Power position peaked at $1.03M in Q2 2026.
  • 1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.