Burkett Financial Services’s American Electric Power AEP Stock Holding History

Burkett Financial Services’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	$39.8K	Buy	291 +3	+1%	+$395	0.01%	116
2026 Q1	$37.9K	Buy	288 +2	+0.7%	+$250	0.01%	117
2025 Q4	$33.1K	Buy	286 +1	+0.4%	+$118	0.01%	120
2025 Q3	$32K	Buy	285 +3	+1%	+$328	0.01%	118
2025 Q2	$29.3K	Buy	282 +2	+0.7%	+$208	0.01%	113
2025 Q1	$30.5K	Buy	280 +3	+1%	+$304	0.01%	115
2024 Q4	$25.6K	Buy	277 +3	+1%	+$290	0.01%	113
2024 Q3	$28.2K	Buy	274 +2	+0.7%	+$195	0.01%	106
2024 Q2	$23.9K	Buy	272 +3	+1%	+$262	0.01%	109
2024 Q1	$23.2K	Buy	269 +2	+0.7%	+$163	0.01%	115
2023 Q4	$21.7K	Buy	+267	New	+$20.7K	0.01%	111

Other funds holding AEP

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Burkett Financial Services's AEP Position: Q2 2026 in Review

Burkett Financial Services increased its American Electric Power (AEP) stake by 1% in Q2 2026, buying an estimated $395 and bringing the position to 291 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #116.

Burkett Financial Services first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Burkett Financial Services held 291 shares of American Electric Power worth $39.8K as of Q2 2026.
Burkett Financial Services bought 3 American Electric Power shares in Q2 2026, an estimated $395.
American Electric Power made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #116 holding.
Burkett Financial Services first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.