JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in AEP — American Electric Power Co Inc

CIK 2122180 AMMON, ID

Back to AEP Full portfolio

Position in AEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$620,432

+$97,555 QoQ

Shares Held

4,535

+13.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,018

of 1,971 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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $2,267,711 across 4 Utilities - Regulated Electric names. AEP ranks #3 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,587	$707,202
2	WEC	Wec Energy Group, Inc.	5,817	$679,250
3	AEP	American Electric Power Co Inc This page	4,535	$620,432
4	PCG	PG&E Corp	15,507	$260,827

All Filings in AEP

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$620,432	4,535	+13.7%	Shares	Other	2026-07-24
2026-03-31	$522,877	3,989	-69.9%	Shares	Sole	2026-05-15
2025-12-31	$1,525,780	13,232	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.