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Burleson & Co’s American Electric Power AEP Stock Holding History

Burleson & Co’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
2022
Q4 		$9.97K Buy
+105
New +$9.56K ﹤0.01% 269

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Burleson & Co's AEP Position: Q4 2022 in Review

Burleson & Co opened a new position in American Electric Power (AEP) in Q4 2022: 105 shares worth $9.97K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings.

1,387 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Burleson & Co held 105 shares of American Electric Power worth $9.97K as of Q4 2022.
  • American Electric Power was a new Burleson & Co position in Q4 2022.
  • American Electric Power made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #269 holding.
  • 1,387 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.