EVERGREEN CAPITAL MANAGEMENT LLC

Position in AEP — American Electric Power Co Inc

CIK 1260824 Bellevue, WA

Position in AEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,352,503

+$53,239 QoQ

Shares Held

9,886

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#752

of 1,968 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. AEP ranks #7 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	402,064	$6,762,715
2	NEE	Nextera Energy Inc	28,972	$2,542,871
3	DUK	Duke Energy CORP	18,500	$2,341,729
4	SO	Southern Co	22,483	$2,151,847
5	ED	Consolidated Edison Inc	12,941	$1,431,662
6	EIX	Edison International	18,761	$1,396,756
7	AEP	American Electric Power Co Inc This page	9,886	$1,352,503
8	EXC	Exelon Corp	27,140	$1,265,266

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,352,503	9,886	-0.3%	Shares	Sole	2026-07-23
2026-03-31	$1,299,264	9,912	+5.7%	Shares	Other	2026-05-14
2025-12-31	$1,081,722	9,381	+4.3%	Shares	Other	2026-01-27
2025-09-30	$1,011,487	8,991	-1.4%	Shares	Sole	2025-10-28
2025-06-30	$946,602	9,123	+3.9%	Shares	Other	2025-08-14
2025-03-31	$959,608	8,782	+3.6%	Shares	Other	2025-05-15
2024-12-31	$782,017	8,479	+10.9%	Shares	Sole	2025-02-13
2024-09-30	$784,274	7,644	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$675,159	7,695	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$651,088	7,562	+9.8%	Shares	Sole	2024-05-15
2023-12-31	$559,280	6,886	+179.6%	Shares	Other	2024-02-14
2022-03-31	$245,733	2,463	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.