Bogart Wealth, LLC

Position in AEP — American Electric Power Co Inc

CIK 1715740 MCLEAN, VA

Position in AEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$433,277

+$52,490 QoQ

Shares Held

3,167

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,188

of 1,968 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. AEP ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	125,886	$15,934,649
2	DTE	Dte Energy Co	89,506	$13,638,029
3	D	Dominion Energy, Inc	143,813	$9,820,989
4	XEL	Xcel Energy Inc	64,991	$5,218,777
5	AEP	American Electric Power Co Inc This page	3,167	$433,277
6	PEG	Public Service Enterprise Group Inc	4,112	$333,729
7	SO	Southern Co	2,780	$266,073
8	NEE	Nextera Energy Inc	1,861	$163,339

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,277	3,167	+9.0%	Shares	Sole	2026-07-24
2026-03-31	$380,787	2,905	+2.9%	Shares	Sole	2026-04-28
2025-12-31	$325,520	2,823	+43.0%	Shares	Sole	2026-01-30
2025-09-30	$222,075	1,974	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$203,577	1,962	+2.1%	Shares	Sole	2025-07-30
2025-03-31	$210,016	1,922	-2.3%	Shares	Sole	2025-05-02
2024-12-31	$181,508	1,968	+1.2%	Shares	Sole	2025-01-30
2024-09-30	$199,557	1,945	+4.3%	Shares	Sole	2024-10-23
2024-06-30	$163,635	1,865	+13.0%	Shares	Sole	2024-07-31
2024-03-31	$142,065	1,650	+7.8%	Shares	Sole	2024-04-25
2023-12-31	$124,347	1,531	-9.6%	Shares	Sole	2024-02-07
2023-09-30	$127,422	1,694	+11.3%	Shares	Sole	2023-10-30
2023-06-30	$128,152	1,522	+88.4%	Shares	Sole	2023-07-31
2023-03-31	$73,519	808	-52.7%	Shares	Sole	2023-04-21
2022-12-31	$162,079	1,707	-3.8%	Shares	Sole	2023-02-06
2022-09-30	$153,362	1,774	+3.0%	Shares	Sole	2022-11-03
2022-06-30	$165,304	1,723	0.0%	Shares	Sole	2022-07-22
2022-03-31	$171,903	1,723	+6.3%	Shares	Sole	2022-04-22
2021-12-31	$144,220	1,621	0.0%	Shares	Sole	2022-01-19
2021-09-30	$131,592	1,621	-4.3%	Shares	Sole	2021-10-15
2021-06-30	$143,210	1,693	+1.0%	Shares	Sole	2021-08-06
2021-03-31	$142,041	1,677	0.0%	Shares	Sole	2021-04-16
2020-12-31	$139,643	1,677	-4.4%	Shares	Sole	2021-01-14
2020-09-30	$143,436	1,755	-37.7%	Shares	Sole	2020-10-06
2020-06-30	$224,345	2,817	-13.6%	Shares	Sole	2020-07-08
2020-03-31	$260,814	3,261	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.