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Burling Wealth Partners’s American Electric Power AEP Stock Holding History

Burling Wealth Partners’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 		$259K Buy
1,895
+32
+2% +$4.22K 0.04% 166
2026
Q1 		$244K Hold
1,863
– – 0.04% 166
2025
Q4 		$215K Buy
1,863
+13
+0.7% +$1.53K 0.03% 180
2025
Q3 		$208K Sell
1,850
-325
-15% -$35.6K 0.03% 175
2025
Q2 		$226K Hold
2,175
– – 0.04% 168
2025
Q1 		$238K Sell
2,175
-975
-31% -$98.8K 0.05% 154
2024
Q4 		$291K Buy
+3,150
New +$305K 0.06% 143

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 $3.38T AUM 44.17% 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

Burling Wealth Partners's AEP Position: Q2 2026 in Review

Burling Wealth Partners increased its American Electric Power (AEP) stake by 1.7% in Q2 2026, buying an estimated $4.22K and bringing the position to 1,895 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #166.

Burling Wealth Partners first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q4 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Burling Wealth Partners held 1,895 shares of American Electric Power worth $259K as of Q2 2026.
  • Burling Wealth Partners bought 32 American Electric Power shares in Q2 2026, an estimated $4.22K.
  • American Electric Power made up 0.04% of Burling Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • Burling Wealth Partners first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's American Electric Power position peaked at $291K in Q4 2024.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.