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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
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

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

Blue Trust Inc's AEP Position: Q2 2026 in Review

Blue Trust Inc increased its American Electric Power (AEP) stake by 72% in Q2 2026, buying an estimated $417K and bringing the position to 7,548 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #289.

Blue Trust Inc first reported a position in AEP in Q2 2022 and has held it in 17 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Blue Trust Inc held 7,548 shares of American Electric Power worth $1.03M as of Q2 2026.
  • Blue Trust Inc bought 3,168 American Electric Power shares in Q2 2026, an estimated $417K.
  • American Electric Power made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #289 holding.
  • Blue Trust Inc first reported a position in American Electric Power in Q2 2022 and has held it in 17 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.