Peak Retirement Planning, Inc.
PensionPosition in AEP — American Electric Power Co Inc
CIK 2056697
COLUMBUS, OH
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,520,232
+$117,939 QoQ
Shares Held
11,112
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#712
of 1,972 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $2,422,962 across 4 Utilities - Regulated Electric names. AEP ranks #1 (62.7% of the industry book) .
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,232 | 11,112 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,402,293 | 10,698 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $959,955 | 8,325 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $952,762 | 8,469 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $857,472 | 8,264 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $890,659 | 8,151 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $255,108 | 2,766 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||