BCGM Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1830467
LAFAYETTE, IN
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$463,375
+$37,759 QoQ
Shares Held
3,387
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,152
of 1,968 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BCGM Wealth Management, LLC holds $2,285,624 across 4 Utilities - Regulated Electric names. AEP ranks #3 (20.3% of the industry book) .
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,375 | 3,387 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $425,616 | 3,247 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $374,411 | 3,247 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $365,287 | 3,247 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $336,908 | 3,247 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $366,273 | 3,352 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $309,062 | 3,351 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $344,633 | 3,359 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $281,206 | 3,205 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $275,864 | 3,204 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $260,147 | 3,203 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $240,854 | 3,202 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $269,608 | 3,202 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $291,258 | 3,201 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $308,112 | 3,245 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $280,443 | 3,244 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $311,133 | 3,243 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $344,306 | 3,451 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $288,351 | 3,241 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||