Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$964,373
+$596,039 QoQ
Shares Held
7,049
+150.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#852
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Storgate, LLC holds $9,713,734 across 9 Utilities - Regulated Electric names. AEP ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,957 | $2,541,555 | |
| 2 | LNT |
Alliant Energy Corp
|
18,974 | $1,447,526 | |
| 3 | EVRG |
Evergy, Inc.
|
14,500 | $1,253,235 | |
| 4 | NGG |
National Grid PLC
|
13,365 | $1,107,557 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
7,049 | $964,373 | |
| 6 | FE |
Firstenergy Corp
|
19,098 | $907,918 | |
| 7 | ETR |
Entergy Corp /De/
|
6,848 | $786,561 | |
| 8 | AEE |
Ameren Corp
|
4,312 | $487,428 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,373 | 7,049 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $368,334 | 2,810 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $300,959 | 2,610 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||