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Burney Company’s American Electric Power AEP Stock Holding History

Burney Company’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
2023
Q2 		– Sell
-2,206
Closed -$201K – 574
2023
Q1 		$201K Buy
+2,206
New +$202K 0.01% 544
2022
Q2 		– Sell
-2,540
Closed -$253K – 542
2022
Q1 		$253K Buy
2,540
+107
+4% +$9.78K 0.01% 522
2021
Q4 		$216K Buy
+2,433
New +$205K 0.01% 558
2021
Q3 		– Sell
-2,433
Closed -$206K – 571
2021
Q2 		$206K Buy
2,433
+65
+3% +$5.6K 0.01% 571
2021
Q1 		$201K Buy
+2,368
New +$191K 0.01% 548
2020
Q4 		– Sell
-2,468
Closed -$202K – 523
2020
Q3 		$202K Buy
+2,468
New +$203K 0.01% 481
2018
Q1 		– Sell
-4,410
Closed -$324K – 411
2017
Q4 		$324K Buy
+4,410
New +$330K 0.02% 335

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Burney Company's AEP Position: Q2 2023 in Review

Burney Company sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 2,206 shares — an estimated $201K sold.

Burney Company first reported a position in AEP in Q4 2017 and held it in 7 quarters. The position peaked at $324K in Q4 2017. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Burney Company reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Burney Company sold 2,206 American Electric Power shares in Q2 2023, an estimated $201K.
  • Burney Company first reported a position in American Electric Power in Q4 2017 and held it in 7 quarters.
  • Burney Company's American Electric Power position peaked at $324K in Q4 2017.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Burney Company's 13F filing for Q2 2023, filed 9 Aug 2023.