Byrne Asset Management LLC
Position in AEP — American Electric Power Co Inc
CIK 1911322
KINGSTON, NJ
Position in AEP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$67,036
+$2,807 QoQ
Shares Held
490
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,741
of 1,968 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Byrne Asset Management LLC holds $1,297,707 across 12 Utilities - Regulated Electric names. AEP ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,331 | $318,810 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
3,868 | $313,926 | |
| 3 | HE |
Hawaiian Electric Industries Inc
|
15,100 | $204,303 | |
| 4 | NEE |
Nextera Energy Inc
|
1,484 | $130,250 | |
| 5 | DUK |
Duke Energy CORP
|
908 | $114,934 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
490 | $67,036 | |
| 7 | PCG |
PG&E Corp
|
3,000 | $50,460 | |
| 8 | D |
Dominion Energy, Inc
|
605 | $41,315 |
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,036 | 490 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $64,229 | 490 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $56,501 | 490 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $55,125 | 490 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $50,842 | 490 | Principal | Sole | 2025-07-09 | |
| 2025-03-31 | $53,542 | 490 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $45,192 | 490 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $50,274 | 490 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $42,992 | 490 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $46,494 | 540 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $40,610 | 500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $37,610 | 500 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||