Burt Wealth Advisors
- SEC CIK
- 0001612041
- Latest filing
- Nov 5, 2025
AEP holding history
American Electric Power Co Inc in every 13F filed by Burt Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AEP overviewAll 13F holders of AEPFull Q3 2025 holdings
- Shares (Q3 2025)
- 3,078
- Value
- $346.3K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 3,078 | $346.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,078 | $319.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 3,078 | $336.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3,078 | $283.9K | 0.1% | −56−1.8% | Reduced | Holders |
| Q3 2024 | 3,134 | $321.5K | 0.1% | −180−5.4% | Reduced | Holders |
| Q2 2024 | 3,314 | $290.8K | 0.1% | −57−1.7% | Reduced | Holders |
| Q1 2024 | 3,371 | $290.2K | 0.1% | +3,371 | New | Holders |