Abacus Planning Group, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1602730
COLUMBIA, SC
Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$510,027
+$40,237 QoQ
Shares Held
3,728
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,109
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Abacus Planning Group, Inc. holds $3,519,390 across 5 Utilities - Regulated Electric names. AEP ranks #3 (14.5% of the industry book) .
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,027 | 3,728 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $469,790 | 3,584 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $495,602 | 4,298 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $479,025 | 4,258 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $384,638 | 3,707 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $406,702 | 3,722 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $328,799 | 3,565 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $372,848 | 3,634 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $308,142 | 3,512 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $299,628 | 3,480 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $282,645 | 3,480 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $261,840 | 3,481 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $293,016 | 3,480 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $316,645 | 3,480 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $330,426 | 3,480 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $303,785 | 3,514 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $333,871 | 3,480 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $344,605 | 3,454 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $307,302 | 3,454 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $280,395 | 3,454 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $292,173 | 3,454 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $301,023 | 3,554 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $295,941 | 3,554 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $290,468 | 3,554 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $283,040 | 3,554 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $284,248 | 3,554 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||