KAVAR CAPITAL PARTNERS GROUP, LLC
Position in AEP — American Electric Power Co Inc
CIK 1841766
LEAWOOD, KS
Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$676,935
+$30,711 QoQ
Shares Held
4,948
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#979
of 1,971 holders
Holding Since
Sep 2023
12 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $6,093,015 across 7 Utilities - Regulated Electric names. AEP ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,262 | $2,417,826 | |
| 2 | DUK |
Duke Energy CORP
|
9,238 | $1,169,346 | |
| 3 | NEE |
Nextera Energy Inc
|
9,181 | $805,816 | |
| 4 | AEP |
American Electric Power Co Inc
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|
4,948 | $676,935 | |
| 5 | LNT |
Alliant Energy Corp
|
4,699 | $358,486 | |
| 6 | EVRG |
Evergy, Inc.
|
3,949 | $341,312 | |
| 7 | AEE |
Ameren Corp
|
2,860 | $323,294 |
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,935 | 4,948 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $646,224 | 4,930 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $568,478 | 4,930 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $553,500 | 4,920 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $500,123 | 4,820 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $526,681 | 4,820 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $444,548 | 4,820 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $494,532 | 4,820 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $419,748 | 4,784 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $411,902 | 4,784 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $777,112 | 9,568 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $737,381 | 9,803 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||