JOURNEY STRATEGIC WEALTH LLC

Position in AEP — American Electric Power Co Inc

CIK 1909316 SUMMIT, NJ

Position in AEP

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$855,557

+$172,119 QoQ

Shares Held

6,527

+10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 92% None 8%

Utilities · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $14,160,438 across 24 Utilities - Regulated Electric names. AEP ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,416	$2,174,874
2	DUK	Duke Energy CORP	11,566	$1,514,450
3	ED	Consolidated Edison Inc	8,765	$992,020
4	AEP	American Electric Power Co Inc This page	6,527	$855,557
5	WEC	Wec Energy Group, Inc.	6,262	$724,949
6	IDA	Idacorp Inc	5,068	$724,570
7	SO	Southern Co	7,251	$699,865
8	FE	Firstenergy Corp	11,346	$574,785

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$855,557	6,527	+10.1%	Shares	Sole	2026-04-15
2025-12-31	$683,438	5,927	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$679,948	6,044	-3.7%	Shares	Sole	2025-11-12
2025-06-30	$651,090	6,275	+144.3%	Shares	Sole	2025-08-12
2025-03-31	$280,712	2,569	+1.9%	Shares	Sole	2025-05-06
2024-12-31	$232,603	2,522	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$257,833	2,513	-2.8%	Shares	Sole	2024-11-12
2022-12-31	$245,443	2,585	-7.9%	Shares	Sole	2023-02-14
2022-09-30	$242,577	2,806	-3.2%	Shares	Sole	2022-11-14
2022-03-31	$289,133	2,898	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$255,966	2,877	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.