BFSG, LLC

Position in AEP — American Electric Power Co Inc

CIK 1706836 IRVINE, CA

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,498,753

+$60,675 QoQ

Shares Held

10,955

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#717

of 1,968 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. AEP ranks #7 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	74,241	$7,105,606
2	NEE	Nextera Energy Inc	76,001	$6,670,607
3	ES	Eversource Energy	58,477	$4,226,132
4	PNW	Pinnacle West Capital Corp	36,571	$3,913,097
5	EXC	Exelon Corp	59,529	$2,775,241
6	DUK	Duke Energy CORP	14,406	$1,823,511
7	AEP	American Electric Power Co Inc This page	10,955	$1,498,753
8	EMA	Emera Inc	27,894	$1,478,939

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,498,753	10,955	-0.1%	Shares	Sole	2026-07-20
2026-03-31	$1,438,078	10,971	-0.2%	Shares	Sole	2026-04-29
2025-12-31	$1,268,064	10,997	+0.1%	Shares	Sole	2026-01-22
2025-09-30	$1,235,475	10,982	-6.6%	Shares	Sole	2025-10-29
2025-06-30	$1,220,632	11,764	+1.5%	Shares	Sole	2025-07-15
2025-03-31	$1,265,892	11,585	-0.5%	Shares	Sole	2025-04-18
2024-12-31	$1,073,557	11,640	-1.9%	Shares	Sole	2025-01-31
2024-09-30	$1,217,143	11,863	+450.7%	Shares	Sole	2024-10-16
2024-06-30	$188,991	2,154	-2.9%	Shares	Sole	2024-07-29
2024-03-31	$191,055	2,219	+5.1%	Shares	Sole	2024-04-23
2023-12-31	$171,536	2,112	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.