PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in AEP — American Electric Power Co Inc
CIK 2145782
WALTHAM, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,635
+$11,257 QoQ
Shares Held
202
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,823
of 1,972 holders
Holding Since
Dec 2022
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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $879,149 across 6 Utilities - Regulated Electric names. AEP ranks #5 (3.1% of the industry book) .
All Filings in AEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,635 | 202 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $16,378 | 180 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $17,091 | 180 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||