Chevy Chase Trust’s American Electric Power AEP Stock Holding History

Chevy Chase Trust’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 Q1	$154M	Sell	1,172,529 -11,267	-1%	-$1.41M	0.44%	40
2025 Q4	$137M	Buy	1,183,796 +4,369	+0.4%	+$516K	0.37%	48
2025 Q3	$133M	Buy	1,179,427 +134,732	+13%	+$14.7M	0.37%	46
2025 Q2	$108M	Buy	1,044,695 +45,312	+5%	+$4.71M	0.32%	60
2025 Q1	$109M	Buy	999,383 +83,090	+9%	+$8.42M	0.35%	56
2024 Q4	$84.5M	Sell	916,293 -3,761	-0.4%	-$364K	0.26%	75
2024 Q3	$94.4M	Sell	920,054 -165,664	-15%	-$16.2M	0.29%	70
2024 Q2	$95.3M	Buy	1,085,718 +7,593	+0.7%	+$664K	0.3%	65
2024 Q1	$92.8M	Buy	1,078,125 +46,702	+5%	+$3.8M	0.3%	68
2023 Q4	$83.8M	Sell	1,031,423 -77,602	-7%	-$6.02M	0.3%	71
2023 Q3	$83.4M	Buy	1,109,025 +255,481	+30%	+$20.8M	0.33%	64
2023 Q2	$71.9M	Sell	853,544 -520	-0.1%	-$45.9K	0.27%	82
2023 Q1	$77.7M	Sell	854,064 -38,595	-4%	-$3.53M	0.31%	77
2022 Q4	$84.8M	Sell	892,659 -102,196	-10%	-$9.3M	0.36%	66
2022 Q3	$86M	Buy	994,855 +79,202	+9%	+$7.83M	0.37%	60
2022 Q2	$87.8M	Buy	915,653 +216,990	+31%	+$21.5M	0.36%	63
2022 Q1	$69.7M	Buy	698,663 +38,236	+6%	+$3.49M	0.24%	99
2021 Q4	$58.8M	Sell	660,427 -33,427	-5%	-$2.82M	0.19%	111
2021 Q3	$56.3M	Sell	693,854 -15,481	-2%	-$1.35M	0.2%	114
2021 Q2	$60M	Sell	709,335 -11,049	-2%	-$951K	0.2%	110
2021 Q1	$61M	Sell	720,384 -1,552	-0.2%	-$125K	0.22%	108
2020 Q4	$60.1M	Sell	721,936 -28,957	-4%	-$2.51M	0.21%	110
2020 Q3	$61.4M	Sell	750,893 -7,747	-1%	-$638K	0.24%	94
2020 Q2	$60.4M	Buy	758,640 +1,295	+0.2%	+$106K	0.25%	94
2020 Q1	$60.6M	Sell	757,345 -2,827	-0.4%	-$267K	0.28%	83
2019 Q4	$71.8M	Sell	760,172 -3,702	-0.5%	-$342K	0.27%	86
2019 Q3	$71.6M	Buy	763,874 +50,456	+7%	+$4.58M	0.29%	75
2019 Q2	$62.8M	Buy	713,418 +5,434	+0.8%	+$468K	0.26%	90
2019 Q1	$60.5M	Buy	707,984 +8,649	+1%	+$688K	0.25%	93
2018 Q4	$52.3M	Buy	699,335 +25,965	+4%	+$1.95M	0.26%	96
2018 Q3	$47.7M	Sell	673,370 -18,499	-3%	-$1.32M	0.2%	119
2018 Q2	$47.9M	Sell	691,869 -173,901	-20%	-$11.7M	0.21%	110
2018 Q1	$59.4M	Sell	865,770 -2,485	-0.3%	-$167K	0.26%	94
2017 Q4	$63.9M	Buy	868,255 +16,198	+2%	+$1.21M	0.28%	90
2017 Q3	$59.9M	Buy	852,057 +18,682	+2%	+$1.33M	0.27%	93
2017 Q2	$57.9M	Buy	833,375 +13,646	+2%	+$948K	0.28%	89
2017 Q1	$55M	Buy	819,729 +19,245	+2%	+$1.25M	0.27%	93
2016 Q4	$50.4M	Buy	800,484 +124,007	+18%	+$7.65M	0.27%	92
2016 Q3	$43.4M	Sell	676,477 -4,839	-0.7%	-$325K	0.24%	104
2016 Q2	$47.8M	Sell	681,316 -4,825	-0.7%	-$316K	0.27%	91
2016 Q1	$45.6M	Buy	686,141 +8,961	+1%	+$554K	0.26%	92
2015 Q4	$39.5M	Buy	677,180 +43,259	+7%	+$2.45M	0.23%	105
2015 Q3	$36M	Sell	633,921 -18,713	-3%	-$1.04M	0.23%	107
2015 Q2	$34.6M	Sell	652,634 -80,047	-11%	-$4.43M	0.21%	123
2015 Q1	$41.2M	Buy	732,681 +28,488	+4%	+$1.69M	0.25%	100
2014 Q4	$42.8M	Buy	704,193 +62,208	+10%	+$3.56M	0.27%	97
2014 Q3	$33.5M	Sell	641,985 -9,842	-2%	-$520K	0.22%	118
2014 Q2	$36.4M	Sell	651,827 -32,844	-5%	-$1.73M	0.25%	100
2014 Q1	$34.7M	Buy	684,671 +70,330	+11%	+$3.42M	0.25%	101
2013 Q4	$28.7M	Buy	614,341 +15,939	+3%	+$735K	0.21%	123
2013 Q3	$25.9M	Sell	598,402 -17,611	-3%	-$783K	0.21%	118
2013 Q2	$27.6M	Buy	+616,013	New	+$29.6M	0.24%	99

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Chevy Chase Trust's AEP Position: Q1 2026 in Review

Chevy Chase Trust reduced its American Electric Power (AEP) stake by 0.95% in Q1 2026, selling an estimated $1.41M and leaving 1,172,529 shares worth $154M. The position accounts for 0.44% of the portfolio, ranked #40.

Chevy Chase Trust first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Chevy Chase Trust held 1,172,529 shares of American Electric Power worth $154M as of Q1 2026.
Chevy Chase Trust sold 11,267 American Electric Power shares in Q1 2026, an estimated $1.41M.
American Electric Power made up 0.44% of Chevy Chase Trust's portfolio in Q1 2026, its #40 holding.
Chevy Chase Trust first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.