Morton Brown Family Wealth, LLC

Position in AEP — American Electric Power Co Inc

CIK 1909851 ALLENTOWN, PA

Position in AEP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,368

-$35,128 QoQ

Shares Held

-97.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,954

of 1,972 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $179,381 across 12 Utilities - Regulated Electric names. AEP ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,056	$92,685
2	PPL	PPL Corp	1,381	$50,199
3	SO	Southern Co	314	$30,052
4	PEG	Public Service Enterprise Group Inc	19	$1,542
5	AEP	American Electric Power Co Inc This page	10	$1,368
6	ETR	Entergy Corp /De/	6	$689
7	AEE	Ameren Corp	5	$565
8	ES	Eversource Energy	7	$505

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,368	10	-97.0%	Shares	Sole	2026-07-21
2025-03-31	$36,496	334	0.0%	Shares	Sole	2025-04-25
2024-12-31	$30,804	334	0.0%	Shares	Sole	2025-01-31
2024-09-30	$34,268	334	0.0%	Shares	Sole	2024-10-24
2024-06-30	$29,305	334	-21.2%	Shares	Sole	2024-07-30
2024-03-31	$36,506	424	-37.6%	Shares	Sole	2024-04-23
2023-09-30	$51,149	680	0.0%	Shares	Sole	2023-10-18
2023-06-30	$57,256	680	0.0%	Shares	Sole	2023-07-25
2023-03-31	$61,873	680	+3138.1%	Shares	Sole	2023-04-26
2022-09-30	$1,815	21	+61.5%	Shares	Sole	2022-10-31
2022-06-30	$1,247	13	—	Shares	Sole	2022-07-21
No filing history on record for this holder in this stock.