Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$888,444
+$158,460 QoQ
Shares Held
6,494
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#879
of 1,965 holders
Holding Since
Dec 2023
11 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, 2026Avestar Capital, LLC holds $6,153,388 across 9 Utilities - Regulated Electric names. AEP ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,334 | $1,170,325 | |
| 2 | AEE |
Ameren Corp
|
9,906 | $1,119,774 | |
| 3 | AEP |
American Electric Power Co Inc
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|
6,494 | $888,444 | |
| 4 | DUK |
Duke Energy CORP
|
5,632 | $712,898 | |
| 5 | SO |
Southern Co
|
7,373 | $705,669 | |
| 6 | ETR |
Entergy Corp /De/
|
3,977 | $456,798 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,749 | $437,770 | |
| 8 | D |
Dominion Energy, Inc
|
5,712 | $390,072 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,444 | 6,494 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $729,984 | 5,569 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $616,908 | 5,350 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $590,962 | 5,253 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $598,695 | 5,770 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $432,927 | 3,962 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $445,655 | 4,832 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $479,962 | 4,678 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $399,918 | 4,558 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $425,506 | 4,942 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $228,065 | 2,808 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||