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Legacy Trust’s American Electric Power AEP Stock Holding History

Legacy 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 		$348K Buy
+2,671
New +$338K 0.06% 174

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Legacy Trust's AEP Position: Q3 2026 in Review

Legacy Trust opened a new position in American Electric Power (AEP) in Q3 2026: 2,671 shares worth $348K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings.

1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Legacy Trust held 2,671 shares of American Electric Power worth $348K as of Q3 2026.
  • American Electric Power was a new Legacy Trust position in Q3 2026.
  • American Electric Power made up 0.06% of Legacy Trust's portfolio in Q3 2026, its #174 holding.
  • 1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

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