Morton Brown Family Wealth’s American Electric Power AEP Stock Holding History

Morton Brown Family Wealth’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
2026 Q2	$1.37K	Buy	+10	New	+$1.32K	﹤0.01%	285
2025 Q2	–	Sell	-334	Closed	-$36.5K	–	320
2025 Q1	$36.5K	Hold	334	–	–	0.01%	121
2024 Q4	$30.8K	Hold	334	–	–	0.01%	127
2024 Q3	$34.3K	Hold	334	–	–	0.01%	113
2024 Q2	$31.2K	Sell	334 -90	-21%	-$7.87K	0.01%	110
2024 Q1	$36.5K	Buy	+424	New	+$34.5K	0.02%	98
2023 Q4	–	Sell	-680	Closed	-$51.1K	–	288
2023 Q3	$51.1K	Hold	680	–	–	0.03%	79
2023 Q2	$57.3K	Hold	680	–	–	0.03%	70
2023 Q1	$61.9K	Buy	+680	New	+$62.2K	0.04%	70
2022 Q4	–	Sell	-21	Closed	-$2K	–	159
2022 Q3	$2K	Buy	21 +8	+62%	+$791	﹤0.01%	166
2022 Q2	$1K	Buy	+13	New	+$1.29K	﹤0.01%	216

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morton Brown Family Wealth's AEP Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in American Electric Power (AEP) in Q2 2026: 10 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in AEP as recently as Q1 2025.

Morton Brown Family Wealth first reported a position in AEP in Q2 2022 and has held it in 11 quarters since. The position peaked at $61.9K in Q1 2023. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Morton Brown Family Wealth held 10 shares of American Electric Power worth $1.37K as of Q2 2026.
American Electric Power was a new Morton Brown Family Wealth position in Q2 2026.
American Electric Power made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #285 holding.
Morton Brown Family Wealth first reported a position in American Electric Power in Q2 2022 and has held it in 11 quarters since.
Morton Brown Family Wealth's American Electric Power position peaked at $61.9K in Q1 2023.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.