NOVARE CAPITAL MANAGEMENT LLC
Position in AEP — American Electric Power Co Inc
CIK 1388409
CHARLOTTE, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$444,632
+$18,622 QoQ
Shares Held
3,250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,177
of 1,965 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NOVARE CAPITAL MANAGEMENT LLC holds $11,969,764 across 4 Utilities - Regulated Electric names. AEP ranks #4 (3.7% of the industry book) .
All Filings in AEP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,632 | 3,250 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $426,010 | 3,250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $367,723 | 3,189 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $357,075 | 3,174 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $305,884 | 2,948 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $320,379 | 2,932 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $269,034 | 2,917 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $310,365 | 3,025 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $264,097 | 3,010 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $257,697 | 2,993 | Shares | Sole | 2024-05-06 | |
| 2020-09-30 | $243,555 | 2,980 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,874,923 | 61,212 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,780,324 | 59,769 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||