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Broadview Financial Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1697024 WAUWATOSA, WI

Position in AEP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$257,886
New position
Shares Held
1,885
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#1,482
of 1,972 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Broadview Financial Management, LLC holds $257,886 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AEP
American Electric Power Co Inc
This page
1,885 $257,886

All Filings in AEP

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $257,886 1,885