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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
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

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

Legacy Private Trust's AEP Position: Q2 2026 in Review

Legacy Private Trust held its American Electric Power (AEP) position steady in Q2 2026 at 3,436 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #211.

Legacy Private Trust first reported a position in AEP in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.25M in Q4 2014. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Legacy Private Trust held 3,436 shares of American Electric Power worth $470K as of Q2 2026.
  • Legacy Private Trust left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #211 holding.
  • Legacy Private Trust first reported a position in American Electric Power in Q2 2014 and has held it in 24 quarters since.
  • Legacy Private Trust's American Electric Power position peaked at $1.25M in Q4 2014.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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