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 Q3	$34.8K	Buy	293 +2	+0.7%	+$253	0.01%	189
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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Burkett Financial Services's AEP Position: Q3 2026 in Review

Burkett Financial Services increased its American Electric Power (AEP) stake by 0.69% in Q3 2026, buying an estimated $253 and bringing the position to 293 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #189.

Burkett Financial Services first reported a position in AEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $39.8K in Q2 2026. 11 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Burkett Financial Services held 293 shares of American Electric Power worth $34.8K as of Q3 2026.
Burkett Financial Services bought 2 American Electric Power shares in Q3 2026, an estimated $253.
American Electric Power made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #189 holding.
Burkett Financial Services first reported a position in American Electric Power in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's American Electric Power position peaked at $39.8K in Q2 2026.
11 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.