Intergy Private Wealth, LLC

Position in AEP — American Electric Power Co Inc

CIK 1911342 COLORADO SPRINGS, CO

Position in AEP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$200,837

New position

Shares Held

1,468

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,623

of 1,965 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $968,011 across 3 Utilities - Regulated Electric names. AEP ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,619	$405,409
2	DUK	Duke Energy CORP	2,858	$361,765
3	AEP	American Electric Power Co Inc This page	1,468	$200,837

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,837	1,468	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.