Journey Advisory Group, LLC

Position in AEP — American Electric Power Co Inc

CIK 1840085 COVINGTON, KY

Position in AEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$307,001

+$8,532 QoQ

Shares Held

2,244

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,364

of 1,972 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Journey Advisory Group, LLC holds $11,795,249 across 6 Utilities - Regulated Electric names. AEP ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	68,216	$5,987,318
2	WEC	Wec Energy Group, Inc.	30,447	$3,555,296
3	SO	Southern Co	9,105	$871,439
4	DUK	Duke Energy CORP	6,643	$840,870
5	AEP	American Electric Power Co Inc This page	2,244	$307,001
6	CMS	Cms Energy Corp	3,050	$233,325

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,001	2,244	-1.4%	Shares	Sole	2026-08-04
2026-03-31	$298,469	2,277	+1.5%	Shares	Sole	2026-05-05
2025-12-31	$258,755	2,244	0.0%	Shares	Sole	2026-01-27
2025-09-30	$252,450	2,244	0.0%	Shares	Sole	2025-11-10
2025-06-30	$232,837	2,244	0.0%	Shares	Sole	2025-07-30
2025-03-31	$245,201	2,244	-5.7%	Shares	Sole	2025-05-13
2024-12-31	$219,415	2,379	0.0%	Shares	Sole	2025-02-04
2024-09-30	$244,085	2,379	0.0%	Shares	Sole	2024-11-12
2024-06-30	$208,733	2,379	0.0%	Shares	Sole	2024-08-02
2024-03-31	$204,831	2,379	-6.0%	Shares	Sole	2024-05-09
2023-06-30	$213,026	2,530	-6.0%	Shares	Sole	2023-08-09
2023-03-31	$244,854	2,691	-4.2%	Shares	Sole	2023-05-04
2022-12-31	$266,809	2,810	-61.6%	Shares	Sole	2023-02-07
2022-09-30	$632,814	7,320	-9.0%	Shares	Sole	2022-11-09
2022-06-30	$772,029	8,047	+1.8%	Shares	Sole	2022-08-02
2022-03-31	$788,582	7,904	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$700,905	7,878	+33.1%	Shares	Sole	2022-02-11
2021-09-30	$480,504	5,919	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$499,419	5,904	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$497,781	5,877	+0.5%	Shares	Sole	2021-05-11
2020-12-31	$487,129	5,850	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.