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Burkehill Global Management’s American Electric Power AEP Stock Holding History

Burkehill Global Management’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 		$68.4M Buy
+500,000
New +$65.9M 2.47% 9
2025
Q3 		– Sell
-500,000
Closed -$51.9M – 140
2025
Q2 		$51.9M Sell
500,000
-600,000
-55% -$62.4M 3.83% 3
2025
Q1 		$120M Buy
+1,100,000
New +$111M 8.94% 1

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burkehill Global Management's AEP Position: Q2 2026 in Review

Burkehill Global Management opened a new position in American Electric Power (AEP) in Q2 2026: 500,000 shares worth $68.4M. The stake represents 2.47% of the portfolio and ranks #9 among its holdings. This is a return to the name: Burkehill Global Management previously reported a position in AEP as recently as Q2 2025.

Burkehill Global Management first reported a position in AEP in Q1 2025 and has held it in 3 quarters since. The position peaked at $120M in Q1 2025. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Burkehill Global Management held 500,000 shares of American Electric Power worth $68.4M as of Q2 2026.
  • American Electric Power was a new Burkehill Global Management position in Q2 2026.
  • American Electric Power made up 2.47% of Burkehill Global Management's portfolio in Q2 2026, its #9 holding.
  • Burkehill Global Management first reported a position in American Electric Power in Q1 2025 and has held it in 3 quarters since.
  • Burkehill Global Management's American Electric Power position peaked at $120M in Q1 2025.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.