BKM Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 2007263 BROOKFIELD, WI

Position in AEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$715,379

+$28,127 QoQ

Shares Held

5,229

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#965

of 1,968 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BKM Wealth Management, LLC holds $6,446,921 across 8 Utilities - Regulated Electric names. AEP ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,912	$2,010,986
2	WEC	Wec Energy Group, Inc.	13,507	$1,577,212
3	NGG	National Grid PLC	10,408	$862,510
4	AEP	American Electric Power Co Inc This page	5,229	$715,379
5	MGEE	Mge Energy Inc	5,088	$414,875
6	DUK	Duke Energy CORP	2,811	$355,816
7	LNT	Alliant Energy Corp	4,091	$312,102
8	D	Dominion Energy, Inc	2,900	$198,041

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,379	5,229	-0.3%	Shares	Sole	2026-07-29
2026-03-31	$687,252	5,243	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$604,685	5,244	-0.1%	Shares	Sole	2026-01-29
2025-09-30	$590,287	5,247	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$544,013	5,243	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$572,574	5,240	-0.1%	Shares	Sole	2025-05-05
2024-12-31	$483,930	5,247	+0.5%	Shares	Sole	2025-01-31
2024-09-30	$535,674	5,221	-3.9%	Shares	Sole	2024-10-23
2024-03-31	$467,953	5,435	+35.0%	Shares	Sole	2024-04-18
2023-12-31	$326,910	4,025	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.