Navalign, LLC

Position in AEP — American Electric Power Co Inc

CIK 1820593 ENCINO, CA

Position in AEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,453,469

+$63,104 QoQ

Shares Held

10,624

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#729

of 1,972 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Navalign, LLC holds $3,982,767 across 4 Utilities - Regulated Electric names. AEP ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	10,624	$1,453,469
2	FE	Firstenergy Corp	24,041	$1,142,909
3	D	Dominion Energy, Inc	14,149	$966,235
4	NEE	Nextera Energy Inc	4,787	$420,154

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,453,469	10,624	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$1,390,365	10,607	+0.6%	Shares	Sole	2026-04-29
2025-12-31	$1,215,367	10,540	+2.3%	Shares	Sole	2026-02-05
2025-09-30	$1,159,087	10,303	+0.4%	Shares	Sole	2025-11-13
2025-06-30	$1,064,681	10,261	-1.5%	Shares	Sole	2025-08-05
2025-03-31	$1,138,811	10,422	+3.1%	Shares	Sole	2025-04-30
2024-12-31	$932,721	10,113	+3.0%	Shares	Sole	2025-02-18
2024-09-30	$1,006,916	9,814	+4.3%	Shares	Sole	2024-11-01
2024-06-30	$825,457	9,408	+3.8%	Shares	Sole	2024-07-30
2024-03-31	$780,238	9,062	+6.0%	Shares	Sole	2024-04-12
2023-12-31	$694,349	8,549	-0.3%	Shares	Sole	2024-01-18
2023-09-30	$644,936	8,574	-0.9%	Shares	Sole	2023-10-11
2023-06-30	$728,498	8,652	-1.2%	Shares	Sole	2023-07-14
2023-03-31	$796,435	8,753	-0.6%	Shares	Sole	2023-04-20
2022-12-31	$836,224	8,807	-1.5%	Shares	Sole	2023-02-07
2022-09-30	$772,776	8,939	+0.8%	Shares	Sole	2022-11-03
2022-06-30	$851,179	8,872	-1.8%	Shares	Sole	2022-07-27
2022-03-31	$901,721	9,038	-3.4%	Shares	Sole	2022-04-29
2021-12-31	$832,581	9,358	-2.3%	Shares	Sole	2022-02-08
2021-09-30	$777,866	9,582	-0.7%	Shares	Sole	2021-11-03
2021-06-30	$816,208	9,649	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$815,661	9,630	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.