SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in AEP — American Electric Power Co Inc

CIK 1008895 CEDARBURG, WI

Position in AEP

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

Position Value

$291,952

-$880 QoQ

Shares Held

2,134

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,394

of 1,968 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $13,029,887 across 5 Utilities - Regulated Electric names. AEP ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	119,060	$10,449,896
2	WEC	Wec Energy Group, Inc.	8,748	$1,021,503
3	DUK	Duke Energy CORP	7,263	$919,350
4	D	Dominion Energy, Inc	5,084	$347,186
5	AEP	American Electric Power Co Inc This page	2,134	$291,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,952	2,134	-4.5%	Shares	Sole	2026-07-29
2026-03-31	$292,832	2,234	0.0%	Shares	Sole	2026-04-29
2025-12-31	$257,602	2,234	+1.0%	Shares	Sole	2026-01-28
2025-09-30	$248,850	2,212	0.0%	Shares	Sole	2025-10-27
2025-06-30	$229,517	2,212	0.0%	Shares	Sole	2025-08-01
2025-03-31	$241,705	2,212	0.0%	Shares	Sole	2025-05-21
2024-12-31	$204,012	2,212	-11.9%	Shares	Sole	2025-01-27
2024-09-30	$257,731	2,512	0.0%	Shares	Sole	2024-10-23
2024-06-30	$220,402	2,512	-3.8%	Shares	Sole	2024-07-29
2024-03-31	$224,893	2,612	-17.8%	Shares	Sole	2024-04-26
2023-12-31	$258,198	3,179	-5.4%	Shares	Sole	2024-01-29
2023-09-30	$252,889	3,362	-6.1%	Shares	Sole	2023-10-20
2023-06-30	$301,351	3,579	-9.5%	Shares	Sole	2023-07-26
2023-03-31	$359,774	3,954	-10.9%	Shares	Sole	2023-04-28
2022-12-31	$421,388	4,438	-6.3%	Shares	Sole	2023-02-01
2022-09-30	$409,600	4,738	-7.1%	Shares	Sole	2022-10-24
2022-06-30	$489,102	5,098	-1.6%	Shares	Sole	2022-08-24
2022-03-31	$517,107	5,183	-57.1%	Shares	Sole	2022-05-06
2021-12-31	$1,075,202	12,085	-1.3%	Shares	Sole	2022-02-01
2021-09-30	$994,049	12,245	-3.2%	Shares	Sole	2021-10-27
2021-06-30	$1,069,640	12,645	+0.2%	Shares	Sole	2021-07-26
2021-03-31	$1,068,998	12,621	+165.0%	Shares	Sole	2021-04-30
2020-12-31	$396,531	4,762	-7.8%	Shares	Sole	2021-02-01
2020-09-30	$422,298	5,167	+8.4%	Shares	Sole	2020-10-28
2020-06-30	$379,643	4,767	-3.4%	Shares	Sole	2020-07-29
2020-03-31	$394,861	4,937	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.