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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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. 609 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.
609 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.