Brown Financial Advisors

Position in AEP — American Electric Power Co Inc

CIK 2035548 MILFORD, OH

Position in AEP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$507,148

+$54,441 QoQ

Shares Held

3,869

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Brown Financial Advisors holds $2,411,440 across 4 Utilities - Regulated Electric names. AEP ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,497	$1,067,841
2	EIX	Edison International	7,696	$563,193
3	AEP	American Electric Power Co Inc This page	3,869	$507,148
4	NGG	National Grid PLC	3,230	$273,258

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$507,148	3,869	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$452,707	3,926	-9.2%	Shares	Sole	2026-02-17
2025-09-30	$486,562	4,325	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.