Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,032,641
+$458,511 QoQ
Shares Held
7,548
+72.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#232
of 743 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Blue Trust, Inc. holds $24,738,490 across 34 Utilities - Regulated Electric names. AEP ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
87,376 | $8,362,756 | |
| 2 | DUK |
Duke Energy CORP
|
32,213 | $4,077,521 | |
| 3 | NEE |
Nextera Energy Inc
|
33,463 | $2,937,047 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,717 | $1,251,423 | |
| 5 | AEP |
American Electric Power Co Inc
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|
7,548 | $1,032,641 | |
| 6 | D |
Dominion Energy, Inc
|
13,704 | $935,846 | |
| 7 | LNT |
Alliant Energy Corp
|
11,012 | $840,104 | |
| 8 | NGG |
National Grid PLC
|
7,797 | $646,137 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,641 | 7,548 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $574,130 | 4,380 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $554,178 | 4,806 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $531,900 | 4,728 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $556,775 | 5,366 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $621,854 | 5,691 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $487,710 | 5,288 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $729,383 | 7,109 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $321,478 | 3,664 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $255,974 | 2,973 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $305,061 | 3,756 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $331,569 | 4,408 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $370,395 | 4,399 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $467,323 | 5,136 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $512,539 | 5,398 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $284,506 | 3,291 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $271,701 | 2,832 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||