Bradley & Co. Private Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1861678
MIAMI, FL
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,241
+$178 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,925
of 1,972 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bradley & Co. Private Wealth Management, LLC holds $377,119 across 4 Utilities - Regulated Electric names. AEP ranks #3 (1.1% of the industry book) .
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,241 | 31 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,063 | 31 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,574 | 31 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,487 | 31 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,216 | 31 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,387 | 31 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,859 | 31 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,719 | 31 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,669 | 31 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,517 | 31 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,331 | 31 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,610 | 31 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,820 | 31 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,943 | 31 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,679 | 31 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,974 | 31 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||