LeConte Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 2060443 Maryville, TN

Position in AEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$397,022

+$158,064 QoQ

Shares Held

2,902

+59.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,236

of 1,972 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LeConte Wealth Management, LLC holds $3,454,387 across 5 Utilities - Regulated Electric names. AEP ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,914	$1,810,258
2	NEE	Nextera Energy Inc	5,835	$512,137
3	DUK	Duke Energy CORP	3,921	$496,320
4	AEP	American Electric Power Co Inc This page	2,902	$397,022
5	FE	Firstenergy Corp	5,020	$238,650

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,022	2,902	+59.2%	Shares	Sole	2026-08-07
2026-03-31	$238,958	1,823	+1.1%	Shares	Sole	2026-05-12
2025-12-31	$208,019	1,804	-8.1%	Shares	Sole	2026-01-15
2025-06-30	$203,577	1,962	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.