Northstar Advisory Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1816000
NORTHFIELD, NJ
Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$465,838
+$33,537 QoQ
Shares Held
3,405
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,151
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Northstar Advisory Group, LLC holds $3,128,296 across 7 Utilities - Regulated Electric names. AEP ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
7,659 | $733,042 | |
| 2 | DUK |
Duke Energy CORP
|
4,607 | $583,154 | |
| 3 | AEP |
American Electric Power Co Inc
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|
3,405 | $465,838 | |
| 4 | NEE |
Nextera Energy Inc
|
5,102 | $447,802 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,988 | $404,826 | |
| 6 | EXC |
Exelon Corp
|
5,505 | $256,643 | |
| 7 | EVRG |
Evergy, Inc.
|
2,742 | $236,991 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,838 | 3,405 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $432,301 | 3,298 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $266,712 | 2,313 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||