Pallas Capital Advisors LLC
Position in AEP — American Electric Power Co Inc
CIK 1862282
BRAINTREE, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$273,209
+$12,491 QoQ
Shares Held
1,997
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,442
of 1,972 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pallas Capital Advisors LLC holds $28,753,047 across 17 Utilities - Regulated Electric names. AEP ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,553 | $6,543,516 | |
| 2 | DTE |
Dte Energy Co
|
40,962 | $6,241,379 | |
| 3 | EIX |
Edison International
|
59,756 | $4,448,834 | |
| 4 | PCG |
PG&E Corp
|
218,436 | $3,674,093 | |
| 5 | XEL |
Xcel Energy Inc
|
26,038 | $2,090,851 | |
| 6 | ES |
Eversource Energy
|
24,306 | $1,756,594 | |
| 7 | EVRG |
Evergy, Inc.
|
9,898 | $855,484 | |
| 8 | ETR |
Entergy Corp /De/
|
4,766 | $547,422 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,209 | 1,997 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $260,718 | 1,989 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $228,659 | 1,983 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $216,787 | 1,927 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $213,513 | 1,954 | Shares | Sole | 2025-04-14 | |
| 2021-09-30 | $218,293 | 2,689 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $212,067 | 2,507 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||