Pathway Financial Advisers, LLC

Position in AEP — American Electric Power Co Inc

CIK 2024152 AUBURN, IN

Position in AEP

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

Position Value

$4,075,159

+$273,708 QoQ

Shares Held

29,787

+2.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#481

of 1,972 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pathway Financial Advisers, LLC holds $23,639,559 across 6 Utilities - Regulated Electric names. AEP ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	58,552	$7,411,512
2	SO	Southern Co	45,111	$4,317,573
3	AEP	American Electric Power Co Inc This page	29,787	$4,075,159
4	EVRG	Evergy, Inc.	43,727	$3,779,324
5	WEC	Wec Energy Group, Inc.	19,402	$2,265,571
6	NEE	Nextera Energy Inc	20,399	$1,790,420

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,075,159	29,787	+2.7%	Shares	Sole	2026-07-30
2026-03-31	$3,801,451	29,001	+11.4%	Shares	Sole	2026-04-23
2025-12-31	$3,002,903	26,042	+2.5%	Shares	Sole	2026-02-06
2025-09-30	$2,859,525	25,418	+17.6%	Shares	Sole	2025-11-13
2025-06-30	$2,242,876	21,616	+3.1%	Shares	Sole	2025-08-21
2025-03-31	$2,291,282	20,969	+8.0%	Shares	Sole	2025-05-09
2024-12-31	$1,790,368	19,412	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$1,982,437	19,322	+0.2%	Shares	Sole	2024-10-25
2024-06-30	$1,692,439	19,290	+0.6%	Shares	Sole	2024-08-20
2024-03-31	$1,650,881	19,174	+6.3%	Shares	Sole	2024-05-29
2023-12-31	$1,465,208	18,040	-2.7%	Shares	Sole	2024-07-19
2023-09-30	$1,394,365	18,538	+25.1%	Shares	Sole	2024-07-19
2023-03-31	$1,348,060	14,816	-0.2%	Shares	Sole	2024-07-19
2022-12-31	$1,409,764	14,848	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.