LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 2071183
THE WOODLANDS, TX
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,321,746
+$457,386 QoQ
Shares Held
24,280
+11.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#528
of 1,972 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEGACY CAPITAL WEALTH MANAGEMENT, LLC holds $3,321,746 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
24,280 | $3,321,746 |
All Filings in AEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,321,746 | 24,280 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,864,360 | 21,852 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||