BURLING WEALTH PARTNERS, LLC
Position in AEP — American Electric Power Co Inc
CIK 2054946
CHICAGO, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$259,254
+$15,052 QoQ
Shares Held
1,895
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,476
of 1,972 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $9,063,398 across 3 Utilities - Regulated Electric names. AEP ranks #3 (2.9% of the industry book) .
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,254 | 1,895 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $244,202 | 1,863 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $214,822 | 1,863 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $208,125 | 1,850 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $225,678 | 2,175 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $237,662 | 2,175 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $290,524 | 3,150 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||