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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Burling Wealth Partners's AEP Position: Q1 2026 in Review

Burling Wealth Partners held its American Electric Power (AEP) position steady in Q1 2026 at 1,863 shares worth $244K. 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 6 quarters since. The position peaked at $291K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Burling Wealth Partners held 1,863 shares of American Electric Power worth $244K as of Q1 2026.
  • Burling Wealth Partners left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.04% of Burling Wealth Partners's portfolio in Q1 2026, its #166 holding.
  • Burling Wealth Partners first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's American Electric Power position peaked at $291K in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.