BCS Wealth Management

Position in AEP — American Electric Power Co Inc

CIK 1798172 JOHNSON CITY, TN

Position in AEP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$538,620

+$17,577 QoQ

Shares Held

3,937

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,080

of 1,972 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BCS Wealth Management holds $3,035,690 across 4 Utilities - Regulated Electric names. AEP ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	7,260	$918,970
2	NEE	Nextera Energy Inc	10,314	$905,259
3	SO	Southern Co	7,030	$672,841
4	AEP	American Electric Power Co Inc This page	3,937	$538,620

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,620	3,937	-1.0%	Shares	Sole	2026-07-16
2026-03-31	$521,043	3,975	-50.0%	Shares	Sole	2026-04-17
2025-12-31	$916,022	7,944	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.