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Chevy Chase Trust Holdings, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on AEP, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 1,172,080 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,172,080 shares
    Change vs previous 13F -449 shares

    0.41% of the 13F portfolio, value $160,352,200.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,172,529 shares
    Change vs previous 13F -11,267 shares

    0.44% of the 13F portfolio, value $153,695,072.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,183,796 shares
    Change vs previous 13F +4,369 shares

    0.37% of the 13F portfolio, value $136,503,551.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,179,427 shares
    Change vs previous 13F +134,732 shares

    0.37% of the 13F portfolio, value $132,685,560.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,044,695 shares
    Change vs previous 13F +45,312 shares

    0.32% of the 13F portfolio, value $108,397,536.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 999,383 shares
    Change vs previous 13F +83,090 shares

    0.35% of the 13F portfolio, value $109,202,597.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 916,293 shares
    Change vs previous 13F -3,761 shares

    0.26% of the 13F portfolio, value $84,509,693.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 920,054 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $94,397,551.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).