Legacy Private Trust
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Legacy Private Trust’s American Electric Power AEP Stock Holding History

Legacy Private 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
Q3 		$408K Hold
3,436
– – 0.02% 215
2026
Q2 		$470K Hold
3,436
– – 0.03% 211
2026
Q1 		$450K Hold
3,436
– – 0.03% 209
2025
Q4 		$396K Buy
3,436
+436
+15% +$51.5K 0.02% 215
2025
Q3 		$338K Sell
3,000
-250
-8% -$27.4K 0.02% 218
2025
Q2 		$337K Hold
3,250
– – 0.02% 209
2025
Q1 		$355K Buy
+3,250
New +$329K 0.02% 199
2020
Q1 		– Sell
-2,828
Closed -$267K – 204
2019
Q4 		$267K Hold
2,828
– – 0.03% 212
2019
Q3 		$265K Buy
2,828
+93
+3% +$8.45K 0.03% 210
2019
Q2 		$241K Hold
2,735
– – 0.03% 217
2019
Q1 		$229K Hold
2,735
– – 0.03% 209
2018
Q4 		$204K Buy
+2,735
New +$205K 0.03% 218
2017
Q3 		– Sell
-3,445
Closed -$239K – 234
2017
Q2 		$239K Sell
3,445
-89
-3% -$6.18K 0.03% 209
2017
Q1 		$237K Sell
3,534
-845
-19% -$54.7K 0.03% 221
2016
Q4 		$276K Sell
4,379
-531
-11% -$32.7K 0.04% 212
2016
Q3 		$315K Hold
4,910
– – 0.04% 200
2016
Q2 		$344K Sell
4,910
-1,100
-18% -$72K 0.05% 187
2016
Q1 		$399K Sell
6,010
-8,075
-57% -$499K 0.06% 183
2015
Q4 		$821K Sell
14,085
-210
-1% -$11.9K 0.12% 146
2015
Q3 		$813K Sell
14,295
-325
-2% -$18K 0.13% 147
2015
Q2 		$774K Sell
14,620
-670
-4% -$37.1K 0.12% 159
2015
Q1 		$860K Sell
15,290
-5,350
-26% -$317K 0.13% 151
2014
Q4 		$1.25M Sell
20,640
-460
-2% -$26.3K 0.18% 131
2014
Q3 		$1.1M Hold
21,100
– – 0.17% 140
2014
Q2 		$1.18M Buy
+21,100
New +$1.11M 0.18% 127

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Legacy Private Trust's AEP Position: Q3 2026 in Review

Legacy Private Trust held its American Electric Power (AEP) position steady in Q3 2026 at 3,436 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #215.

Legacy Private Trust first reported a position in AEP in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.25M in Q4 2014. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Legacy Private Trust held 3,436 shares of American Electric Power worth $408K as of Q3 2026.
  • Legacy Private Trust left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #215 holding.
  • Legacy Private Trust first reported a position in American Electric Power in Q2 2014 and has held it in 25 quarters since.
  • Legacy Private Trust's American Electric Power position peaked at $1.25M in Q4 2014.
  • 1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.