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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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return