JGP Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1748278 BEND, OR

Position in AEP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,374,256

-$3,788 QoQ

Shares Held

10,045

-4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#744

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

JGP Wealth Management, LLC holds $14,270,528 across 3 Utilities - Regulated Electric names. AEP ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	143,678	$12,610,618
2	AEP	American Electric Power Co Inc This page	10,045	$1,374,256
3	IDA	Idacorp Inc	1,888	$285,654

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,374,256	10,045	-4.5%	Shares	Sole	2026-07-07
2026-03-31	$1,378,044	10,513	-7.9%	Shares	Sole	2026-04-08
2025-12-31	$1,315,802	11,411	-4.7%	Shares	Sole	2026-01-12
2025-09-30	$1,347,075	11,974	-3.0%	Shares	Sole	2025-10-15
2025-06-30	$1,280,917	12,345	-3.8%	Shares	Sole	2025-07-28
2025-03-31	$1,402,371	12,834	-10.5%	Shares	Sole	2025-04-09
2024-12-31	$1,322,762	14,342	-0.1%	Shares	Sole	2025-01-15
2024-09-30	$1,472,310	14,350	-3.4%	Shares	Sole	2024-10-09
2024-06-30	$1,303,640	14,858	-4.7%	Shares	Sole	2024-07-12
2024-03-31	$1,341,782	15,584	-8.2%	Shares	Sole	2024-04-24
2023-12-31	$1,379,359	16,983	-4.5%	Shares	Sole	2024-01-10
2023-09-30	$1,337,035	17,775	+0.9%	Shares	Sole	2023-10-19
2023-06-30	$1,483,772	17,622	+4.1%	Shares	Sole	2023-08-10
2023-03-31	$1,539,823	16,923	+3.2%	Shares	Sole	2023-04-14
2022-12-31	$1,556,800	16,396	+5.4%	Shares	Sole	2023-02-10
2022-09-30	$1,344,470	15,552	+3.8%	Shares	Sole	2022-10-14
2022-06-30	$1,437,756	14,986	+2.9%	Shares	Sole	2022-07-19
2022-03-31	$1,452,950	14,563	+3.3%	Shares	Sole	2022-04-20
2021-12-31	$1,254,565	14,101	+4.6%	Shares	Sole	2022-01-18
2021-09-30	$1,094,387	13,481	+0.3%	Shares	Sole	2021-10-13
2021-06-30	$1,136,805	13,439	+20.3%	Shares	Sole	2021-08-12
2021-03-31	$946,437	11,174	+0.6%	Shares	Sole	2021-04-28
2020-12-31	$924,463	11,102	-0.6%	Shares	Sole	2021-02-10
2020-09-30	$912,924	11,170	-1.3%	Shares	Sole	2020-10-13
2020-06-30	$901,046	11,314	-16.2%	Shares	Sole	2020-07-13
2020-03-31	$1,079,730	13,500	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.