VALLEY WEALTH MANAGERS, INC.

Position in AEP — American Electric Power Co Inc

CIK 924166 PARAMUS, NJ

Position in AEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,517,272

+$331,224 QoQ

Shares Held

40,328

+1.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#418

of 1,968 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Utilities · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $10,329,307 across 4 Utilities - Regulated Electric names. AEP ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	40,328	$5,517,272
2	PEG	Public Service Enterprise Group Inc	58,851	$4,776,347
3	DUK	Duke Energy CORP	171	$21,645
4	NEE	Nextera Energy Inc	160	$14,043

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,517,272	40,328	+1.9%	Shares	Defined	2026-08-04
2026-03-31	$5,186,048	39,564	-0.3%	Shares	Defined	2026-05-06
2025-12-31	$4,575,154	39,677	-4.1%	Shares	Defined	2026-02-04
2025-09-30	$4,654,012	41,369	+0.5%	Shares	Defined	2025-11-03
2025-06-30	$4,271,695	41,169	+0.8%	Shares	Defined	2025-08-06
2025-03-31	$4,463,569	40,849	-0.4%	Shares	Defined	2025-05-07
2024-12-31	$3,781,429	41,000	-10.6%	Shares	Defined	2025-01-31
2024-09-30	$4,703,696	45,845	-2.6%	Shares	Sole	2024-11-06
2024-06-30	$4,128,078	47,049	-6.6%	Shares	Defined	2024-08-08
2024-03-31	$4,336,856	50,370	-6.3%	Shares	Defined	2024-05-03
2023-12-31	$4,366,223	53,758	-42.2%	Shares	Defined	2024-02-07
2023-09-30	$6,994,857	92,992	+89.3%	Shares	Defined	2023-11-09
2023-06-30	$4,136,830	49,131	-2.9%	Shares	Defined	2023-07-28
2023-03-31	$4,604,821	50,608	+14359.4%	Shares	Sole	2023-05-03
2022-06-30	$33,579	350	-98.9%	Shares	Sole	2022-11-16
2020-12-31	$2,602,853	31,258	+7.3%	Shares	Sole	2021-02-02
2020-09-30	$2,381,039	29,133	-2.5%	Shares	Sole	2020-11-03
2020-06-30	$2,379,881	29,883	+4.8%	Shares	Sole	2020-07-28
2020-03-31	$2,280,469	28,513	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.