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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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. 609 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.
609 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.