Badgley Phelps Wealth Managers, LLC

Position in AEP — American Electric Power Co Inc

CIK 1895362 SEATTLE, WA

Position in AEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$210,276

-$157,796 QoQ

Shares Held

1,537

-45.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,596

of 1,972 holders

Holding Since

Mar 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $22,149,833 across 5 Utilities - Regulated Electric names. AEP ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	233,824	$20,522,732
2	WEC	Wec Energy Group, Inc.	4,792	$559,561
3	PEG	Public Service Enterprise Group Inc	6,105	$495,481
4	SO	Southern Co	3,780	$361,783
5	AEP	American Electric Power Co Inc This page	1,537	$210,276

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,276	1,537	-45.3%	Shares	Sole	2026-07-31
2026-03-31	$368,072	2,808	+17.6%	Shares	Sole	2026-04-15
2025-12-31	$275,244	2,387	+36.9%	Shares	Sole	2026-01-28
2024-03-31	$150,158	1,744	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.