Skip to main content
Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEP overviewAll 13F holders of AEPFull Q2 2026 holdings

Shares (Q2 2026)
8,431
Value
$1.15M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AEP by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,431$1.15M0.1%+30.0%AddedHolders
Q1 20268,428$1.10M0.1%+316+3.9%AddedHolders
Q4 20258,112$935.4K0.1%−123−1.5%ReducedHolders
Q3 20258,235$926.4K0.1%+18+0.2%AddedHolders
Q2 20258,217$852.6K0.1%+219+2.7%AddedHolders
Q1 20257,998$873.9K0.1%+281+3.6%AddedHolders
Q4 20247,717$711.7K0.1%+8+0.1%AddedHolders
Q3 20247,709$790.9K0.1%+4+0.1%AddedHolders
Q2 20247,705$676.0K0.1%+58+0.8%AddedHolders
Q1 20247,647$658.4K0.1%+188+2.5%AddedHolders
Q4 20237,459$605.8K0.1%−32−0.4%ReducedHolders
Q3 20237,491$563.5K0.1%−257−3.3%ReducedHolders
Q2 20237,748$652.4K0.1%−55−0.7%ReducedHolders
Q1 20237,803$710.0K0.1%+338+4.5%AddedHolders
Q4 20227,465$708.8K0.1%−98−1.3%ReducedHolders
Q3 20227,563$654.0K0.1%+10+0.1%AddedHolders
Q2 20227,553$725.0K0.1%−30−0.4%ReducedHolders
Q1 20227,583$757.0K0.1%+127+1.7%AddedHolders
Q4 20217,456$663.0K0.1%−108−1.4%ReducedHolders
Q3 20217,564$614.0K0.1%−119−1.5%ReducedHolders
Q2 20217,683$650.0K0.2%−928−10.8%ReducedHolders
Q1 20218,611$729.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.