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American Electric Power Company shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of American Electric Power Company (AEP) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in American Electric Power Company

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All positions including American Electric Power Company held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Electric Power Company by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $37k 424 86.10
2023-09-30 $51k 680 75.22
2023-06-30 $57k 680 84.20
2023-03-31 $62k 680 90.99
2022-09-30 $2.0k 21 95.24
2022-06-30 $1.0k 13 76.92

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding American Electric Power Company

Vanguard Group
Wellington Management Company
Lazard Asset Management
Royal Bank of Canada
Bank of America Corporation
Massachusetts Financial Services
Franklin Resources
Legal & General Group
UBS Group
Alliancebernstein
Federated Investors
Wells Fargo & Company
Allspring Global Investments Holdings
Neuberger Berman Group
Bank of New York Mellon

View all funds holding American Electric Power Company