Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,730,920
+$179,195 QoQ
Shares Held
12,652
+6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#674
of 1,972 holders
Holding Since
Sep 2021
18 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, 2026NovaPoint Capital, LLC holds $11,077,210 across 6 Utilities - Regulated Electric names. AEP ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,974 | $2,104,197 | |
| 2 | D |
Dominion Energy, Inc
|
30,742 | $2,099,371 | |
| 3 | SO |
Southern Co
|
20,713 | $1,982,441 | |
| 4 | AEP |
American Electric Power Co Inc
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|
12,652 | $1,730,920 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
14,787 | $1,582,209 | |
| 6 | DUK |
Duke Energy CORP
|
12,467 | $1,578,072 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,920 | 12,652 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,551,725 | 11,838 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,292,394 | 11,208 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,209,600 | 10,752 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,013,260 | 9,273 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $884,719 | 8,623 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $701,130 | 7,991 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $624,225 | 7,250 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $722,127 | 8,891 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $796,429 | 10,588 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $805,709 | 9,569 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $925,459 | 10,171 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $747,921 | 7,877 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $643,274 | 7,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $656,613 | 6,844 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $321,858 | 3,226 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $286,572 | 3,221 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $231,444 | 2,851 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||