BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in AEP — American Electric Power Co Inc

CIK 1352860 BLUE BELL, PA

Position in AEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$115,057

+$4,819 QoQ

Shares Held

841

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,681

of 1,972 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $589,924 across 3 Utilities - Regulated Electric names. AEP ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	8,976	$418,461
2	AEP	American Electric Power Co Inc This page	841	$115,057
3	PEG	Public Service Enterprise Group Inc	695	$56,406

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,057	841	0.0%	Shares	Sole	2026-08-06
2026-03-31	$110,238	841	0.0%	Shares	Sole	2026-05-11
2025-12-31	$96,975	841	+2.6%	Shares	Sole	2026-02-09
2025-09-30	$92,250	820	0.0%	Shares	Sole	2025-10-22
2025-06-30	$85,083	820	-6.7%	Shares	Sole	2025-08-11
2025-03-31	$96,048	879	0.0%	Shares	Sole	2025-05-05
2024-12-31	$81,070	879	+0.6%	Shares	Sole	2025-02-07
2024-09-30	$89,672	874	0.0%	Shares	Sole	2024-10-29
2024-06-30	$76,684	874	+4.4%	Shares	Sole	2024-08-05
2024-03-31	$72,065	837	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$67,818	835	0.0%	Shares	Sole	2024-01-25
2023-09-30	$62,808	835	+1.8%	Shares	Sole	2023-10-30
2023-06-30	$69,044	820	0.0%	Shares	Sole	2023-08-08
2023-03-31	$74,611	820	0.0%	Shares	Sole	2023-05-08
2022-12-31	$77,859	820	0.0%	Shares	Sole	2023-02-03
2022-09-30	$70,889	820	-8.1%	Shares	Sole	2022-11-09
2022-06-30	$85,578	892	0.0%	Shares	Sole	2022-08-02
2022-03-31	$88,994	892	0.0%	Shares	Sole	2022-04-21
2021-12-31	$79,361	892	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.