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Burt Wealth Advisors’s American Electric Power AEP Stock Holding History

Burt Wealth Advisors’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
2025
Q3 		$346K Hold
3,078
– – 0.09% 91
2025
Q2 		$319K Hold
3,078
– – 0.07% 93
2025
Q1 		$336K Hold
3,078
– – 0.08% 83
2024
Q4 		$284K Sell
3,078
-56
-2% -$5.42K 0.07% 94
2024
Q3 		$322K Sell
3,134
-180
-5% -$17.6K 0.08% 87
2024
Q2 		$291K Sell
3,314
-57
-2% -$4.99K 0.08% 91
2024
Q1 		$290K Buy
+3,371
New +$274K 0.07% 92
2021
Q1 		– Sell
-584
Closed -$49K – 97
2020
Q4 		$49K Hold
584
– – 0.02% 181
2020
Q3 		$48K Hold
584
– – 0.02% 180
2020
Q2 		$47K Hold
584
– – 0.02% 177
2020
Q1 		$47K Hold
584
– – 0.02% 167
2019
Q4 		$55K Hold
584
– – 0.02% 166
2019
Q3 		$55K Hold
584
– – 0.02% 165
2019
Q2 		$51K Hold
584
– – 0.02% 167
2019
Q1 		$49K Hold
584
– – 0.02% 176
2018
Q4 		$44K Hold
584
– – 0.02% 181
2018
Q3 		$41K Hold
584
– – 0.02% 193
2018
Q2 		$40K Hold
584
– – 0.02% 192
2018
Q1 		$40K Hold
584
– – 0.02% 198
2017
Q4 		$43K Hold
584
– – 0.03% 192
2017
Q3 		$41K Hold
584
– – 0.03% 189
2017
Q2 		$40K Hold
584
– – 0.03% 204
2017
Q1 		$39K Sell
584
-104
-15% -$6.74K 0.03% 183
2016
Q4 		$43K Buy
688
+104
+18% +$6.41K 0.04% 177
2016
Q3 		$37K Hold
584
– – 0.04% 174
2016
Q2 		$40K Sell
584
-133
-19% -$8.7K 0.04% 169
2016
Q1 		$48K Hold
717
– – 0.04% 171
2015
Q4 		$41K Sell
717
-267
-27% -$15.1K 0.03% 160
2015
Q3 		$55K Buy
+984
New +$54.6K 0.07% 127

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 $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burt Wealth Advisors's AEP Position: Q3 2025 in Review

Burt Wealth Advisors held its American Electric Power (AEP) position steady in Q3 2025 at 3,078 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #91.

Burt Wealth Advisors first reported a position in AEP in Q3 2015 and has held it in 29 quarters since. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Burt Wealth Advisors held 3,078 shares of American Electric Power worth $346K as of Q3 2025.
  • Burt Wealth Advisors left its American Electric Power share count unchanged in Q3 2025.
  • American Electric Power made up 0.09% of Burt Wealth Advisors's portfolio in Q3 2025, its #91 holding.
  • Burt Wealth Advisors first reported a position in American Electric Power in Q3 2015 and has held it in 29 quarters since.
  • 1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.