Everstar Asset Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 2023744
MOORESVILLE, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,294,359
+$22,621 QoQ
Shares Held
9,461
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#763
of 1,972 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Everstar Asset Management, LLC holds $6,658,636 across 6 Utilities - Regulated Electric names. AEP ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
15,942 | $1,525,808 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
9,461 | $1,294,359 | |
| 3 | LNT |
Alliant Energy Corp
|
16,329 | $1,245,739 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
569,165 | $1,195,246 | |
| 5 | FE |
Firstenergy Corp
|
24,590 | $1,169,008 | |
| 6 | DUK |
Duke Energy CORP
|
1,805 | $228,476 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,359 | 9,461 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,271,738 | 9,702 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,104,093 | 9,575 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,062,787 | 9,447 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $908,211 | 8,753 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $804,992 | 7,367 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $458,752 | 4,974 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $702,502 | 6,847 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||