Washington Trust
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Washington Trust’s American Electric Power AEP Stock Holding History

Washington 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 		$264K Sell
2,229
-20
-0.9% -$2.53K 0.01% 258
2026
Q2 		$308K Buy
2,249
+42
+2% +$5.53K 0.01% 259
2026
Q1 		$289K Sell
2,207
-33
-1% -$4.13K 0.01% 251
2025
Q4 		$258K Hold
2,240
– – 0.01% 255
2025
Q3 		$252K Hold
2,240
– – 0.01% 254
2025
Q2 		$232K Buy
2,240
+257
+13% +$26.7K 0.01% 250
2025
Q1 		$217K Hold
1,983
– – 0.01% 247
2024
Q4 		$183K Hold
1,983
– – 0.01% 276
2024
Q3 		$203K Sell
1,983
-300
-13% -$29.3K 0.01% 280
2024
Q2 		$200K Buy
2,283
+638
+39% +$55.8K 0.01% 283
2024
Q1 		$142K Buy
1,645
+55
+3% +$4.47K 0.01% 306
2023
Q4 		$129K Buy
1,590
+10
+0.6% +$776 0.01% 303
2023
Q3 		$119K Hold
1,580
– – 0.01% 288
2023
Q2 		$133K Sell
1,580
-563
-26% -$49.7K 0.01% 291
2023
Q1 		$195K Sell
2,143
-1,235
-37% -$113K 0.01% 254
2022
Q4 		$321K Hold
3,378
– – 0.01% 212
2022
Q3 		$292K Buy
3,378
+79
+2% +$7.81K 0.01% 205
2022
Q2 		$316K Sell
3,299
-4
-0.1% -$396 0.01% 200
2022
Q1 		$330K Sell
3,303
-507
-13% -$46.3K 0.01% 210
2021
Q4 		$339K Sell
3,810
-400
-10% -$33.7K 0.01% 209
2021
Q3 		$342K Hold
4,210
– – 0.01% 248
2021
Q2 		$357K Sell
4,210
-39
-0.9% -$3.36K 0.01% 243
2021
Q1 		$360K Buy
4,249
+485
+13% +$39.1K 0.01% 232
2020
Q4 		$313K Buy
3,764
+1,235
+49% +$107K 0.01% 232
2020
Q3 		$207K Buy
2,529
+196
+8% +$16.1K 0.01% 260
2020
Q2 		$185K Sell
2,333
-1,551
-40% -$127K 0.01% 241
2020
Q1 		$311K Buy
+3,884
New +$367K 0.01% 219
2018
Q3 		– Sell
-2,055
Closed -$142K – 245
2018
Q2 		$142K Buy
+2,055
New +$138K 0.01% 267

Other funds holding AEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Washington Trust's AEP Position: Q3 2026 in Review

Washington Trust reduced its American Electric Power (AEP) stake by 0.89% in Q3 2026, selling an estimated $2.53K and leaving 2,229 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #258.

Washington Trust first reported a position in AEP in Q2 2018 and has held it in 28 quarters since. The position peaked at $360K in Q1 2021. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Washington Trust held 2,229 shares of American Electric Power worth $264K as of Q3 2026.
  • Washington Trust sold 20 American Electric Power shares in Q3 2026, an estimated $2.53K.
  • American Electric Power made up 0.01% of Washington Trust's portfolio in Q3 2026, its #258 holding.
  • Washington Trust first reported a position in American Electric Power in Q2 2018 and has held it in 28 quarters since.
  • Washington Trust's American Electric Power position peaked at $360K in Q1 2021.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.