PDS Planning’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.15M | Buy |
8,431
+3
| +0% | +$395 | 0.07% | 141 |
|
|
2026
Q1 | $1.1M | Buy |
8,428
+316
| +4% | +$39.5K | 0.07% | 125 |
|
|
2025
Q4 | $935K | Sell |
8,112
-123
| -1% | -$14.5K | 0.06% | 150 |
|
|
2025
Q3 | $926K | Buy |
8,235
+18
| +0.2% | +$1.97K | 0.06% | 140 |
|
|
2025
Q2 | $853K | Buy |
8,217
+219
| +3% | +$22.8K | 0.06% | 148 |
|
|
2025
Q1 | $874K | Buy |
7,998
+281
| +4% | +$28.5K | 0.07% | 117 |
|
|
2024
Q4 | $712K | Buy |
7,717
+8
| +0.1% | +$774 | 0.06% | 135 |
|
|
2024
Q3 | $791K | Buy |
7,709
+4
| +0.1% | +$390 | 0.07% | 124 |
|
|
2024
Q2 | $676K | Buy |
7,705
+58
| +0.8% | +$5.07K | 0.07% | 123 |
|
|
2024
Q1 | $658K | Buy |
7,647
+188
| +3% | +$15.3K | 0.07% | 127 |
|
|
2023
Q4 | $606K | Sell |
7,459
-32
| -0.4% | -$2.48K | 0.07% | 119 |
|
|
2023
Q3 | $563K | Sell |
7,491
-257
| -3% | -$20.9K | 0.07% | 115 |
|
|
2023
Q2 | $652K | Sell |
7,748
-55
| -0.7% | -$4.86K | 0.08% | 106 |
|
|
2023
Q1 | $710K | Buy |
7,803
+338
| +5% | +$30.9K | 0.1% | 91 |
|
|
2022
Q4 | $709K | Sell |
7,465
-98
| -1% | -$8.92K | 0.11% | 76 |
|
|
2022
Q3 | $654K | Buy |
7,563
+10
| +0.1% | +$989 | 0.12% | 73 |
|
|
2022
Q2 | $725K | Sell |
7,553
-30
| -0.4% | -$2.97K | 0.13% | 75 |
|
|
2022
Q1 | $757K | Buy |
7,583
+127
| +2% | +$11.6K | 0.13% | 74 |
|
|
2021
Q4 | $663K | Sell |
7,456
-108
| -1% | -$9.11K | 0.13% | 75 |
|
|
2021
Q3 | $614K | Sell |
7,564
-119
| -2% | -$10.4K | 0.14% | 75 |
|
|
2021
Q2 | $650K | Sell |
7,683
-928
| -11% | -$79.9K | 0.16% | 71 |
|
|
2021
Q1 | $729K | Buy |
8,611
+593
| +7% | +$47.8K | 0.21% | 60 |
|
|
2020
Q4 | $668K | Buy |
8,018
+30
| +0.4% | +$2.6K | 0.23% | 57 |
|
|
2020
Q3 | $653K | Sell |
7,988
-724
| -8% | -$59.6K | 0.27% | 51 |
|
|
2020
Q2 | $694K | Buy |
8,712
+158
| +2% | +$12.9K | 0.31% | 48 |
|
|
2020
Q1 | $684K | Buy |
8,554
+36
| +0.4% | +$3.4K | 0.44% | 42 |
|
|
2019
Q4 | $805K | Sell |
8,518
-346
| -4% | -$32K | 0.51% | 40 |
|
|
2019
Q3 | $830K | Buy |
8,864
+855
| +11% | +$77.6K | 0.58% | 38 |
|
|
2019
Q2 | $705K | Buy |
8,009
+262
| +3% | +$22.6K | 0.52% | 38 |
|
|
2019
Q1 | $649K | Sell |
7,747
-769
| -9% | -$61.2K | 0.5% | 39 |
|
|
2018
Q4 | $636K | Sell |
8,516
-28
| -0.3% | -$2.1K | 0.55% | 38 |
|
|
2018
Q3 | $606K | Sell |
8,544
-149
| -2% | -$10.6K | 0.52% | 37 |
|
|
2018
Q2 | $602K | Sell |
8,693
-1,700
| -16% | -$114K | 0.59% | 36 |
|
|
2018
Q1 | $713K | Sell |
10,393
-45
| -0.4% | -$3.03K | 0.72% | 33 |
|
|
2017
Q4 | $768K | Buy |
+10,438
| New | +$780K | 0.78% | 31 |
|
Other funds holding AEP
PDS Planning's AEP Position: Q2 2026 in Review
PDS Planning increased its American Electric Power (AEP) stake by 0.04% in Q2 2026, buying an estimated $395 and bringing the position to 8,431 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #141.
PDS Planning first reported a position in AEP in Q4 2017 and has held it in 35 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- PDS Planning held 8,431 shares of American Electric Power worth $1.15M as of Q2 2026.
- PDS Planning bought 3 American Electric Power shares in Q2 2026, an estimated $395.
- American Electric Power made up 0.07% of PDS Planning's portfolio in Q2 2026, its #141 holding.
- PDS Planning first reported a position in American Electric Power in Q4 2017 and has held it in 35 quarters since.
- 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.