Vision Retirement, LLC
PensionPosition in AEP — American Electric Power Co Inc
CIK 2069023
RIDGEWOOD, NJ
Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$144,471
+$11,819 QoQ
Shares Held
1,056
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,660
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $1,630,257 across 5 Utilities - Regulated Electric names. AEP ranks #2 (8.9% of the industry book) .
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,471 | 1,056 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $132,652 | 1,012 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $115,886 | 1,005 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||