Northstar Financial Companies, Inc.
Position in AEP — American Electric Power Co Inc
CIK 2059828
CONSHOHOCKEN, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,372,969
+$519,236 QoQ
Shares Held
17,345
+22.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#589
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Northstar Financial Companies, Inc. holds $7,515,040 across 6 Utilities - Regulated Electric names. AEP ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
17,345 | $2,372,969 | |
| 2 | NEE |
Nextera Energy Inc
|
25,183 | $2,210,311 | |
| 3 | ED |
Consolidated Edison Inc
|
8,898 | $984,385 | |
| 4 | DUK |
Duke Energy CORP
|
7,187 | $909,730 | |
| 5 | SO |
Southern Co
|
8,553 | $818,607 | |
| 6 | ETR |
Entergy Corp /De/
|
1,907 | $219,038 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,969 | 17,345 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,853,733 | 14,142 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $896,074 | 7,771 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||