NorthStar Asset Management LLC /NJ/
Position in AEP — American Electric Power Co Inc
CIK 2011587
BERKELEY HEIGHTS, NJ
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$209,729
-$4,171 QoQ
Shares Held
1,533
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,593
of 1,965 holders
Holding Since
Dec 2025
2 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, 2026NorthStar Asset Management LLC /NJ/ holds $1,932,729 across 6 Utilities - Regulated Electric names. AEP ranks #6 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
7,333 | $595,146 | |
| 2 | DUK |
Duke Energy CORP
|
2,775 | $351,259 | |
| 3 | SO |
Southern Co
|
3,347 | $320,341 | |
| 4 | NEE |
Nextera Energy Inc
|
2,784 | $244,351 | |
| 5 | D |
Dominion Energy, Inc
|
3,103 | $211,903 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,533 | $209,729 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,729 | 1,533 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $213,900 | 1,855 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||