LMG Wealth Partners, LLC
Position in AEP — American Electric Power Co Inc
CIK 1965772
SHREVEPORT, LA
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$560,373
+$23,470 QoQ
Shares Held
4,096
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,057
of 1,968 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $8,060,084 across 6 Utilities - Regulated Electric names. AEP ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
30,337 | $2,314,409 | |
| 2 | SO |
Southern Co
|
20,768 | $1,987,705 | |
| 3 | ETR |
Entergy Corp /De/
|
12,934 | $1,485,599 | |
| 4 | DUK |
Duke Energy CORP
|
11,293 | $1,429,467 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
4,096 | $560,373 | |
| 6 | NEE |
Nextera Energy Inc
|
3,219 | $282,531 |
All Filings in AEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,373 | 4,096 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $536,903 | 4,096 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $472,309 | 4,096 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $460,800 | 4,096 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $425,000 | 4,096 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $447,569 | 4,096 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $377,774 | 4,096 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $307,800 | 3,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $263,220 | 3,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $258,300 | 3,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $243,660 | 3,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $225,660 | 3,000 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $266,493 | 3,165 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $287,983 | 3,165 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $300,516 | 3,165 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||