Gateway Wealth Partners, LLC
Position in AEP — American Electric Power Co Inc
CIK 1966037
APPLETON, WI
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$687,743
-$666,968 QoQ
Shares Held
5,027
-51.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#972
of 1,968 holders
Holding Since
Dec 2022
13 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, 2026Gateway Wealth Partners, LLC holds $7,552,374 across 11 Utilities - Regulated Electric names. AEP ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,206 | $1,838,206 | |
| 2 | DUK |
Duke Energy CORP
|
9,162 | $1,159,725 | |
| 3 | NEE |
Nextera Energy Inc
|
8,697 | $763,335 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
5,027 | $687,743 | |
| 5 | AEE |
Ameren Corp
|
5,224 | $590,520 | |
| 6 | ED |
Consolidated Edison Inc
|
5,293 | $585,564 | |
| 7 | EIX |
Edison International
|
7,017 | $522,415 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,993 | $466,262 |
All Filings in AEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,743 | 5,027 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,354,711 | 10,335 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $454,897 | 3,945 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $423,900 | 3,768 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $377,997 | 3,643 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $351,849 | 3,220 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $227,808 | 2,470 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $243,162 | 2,370 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $207,943 | 2,370 | Shares | Sole | 2024-08-16 | |
| 2023-09-30 | $433,191 | 5,759 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $438,766 | 5,211 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $479,335 | 5,268 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $488,137 | 5,141 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||