GDS Wealth Management

Position in AEP — American Electric Power Co Inc

CIK 1940869 FLOWER MOUND, TX

Position in AEP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$373,491

+$29,275 QoQ

Shares Held

2,730

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,264

of 1,972 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GDS Wealth Management holds $1,295,421 across 4 Utilities - Regulated Electric names. AEP ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,920	$431,828
2	AEP	American Electric Power Co Inc This page	2,730	$373,491
3	PEG	Public Service Enterprise Group Inc	3,470	$281,625
4	DUK	Duke Energy CORP	1,647	$208,477

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,491	2,730	+4.0%	Shares	Sole	2026-08-13
2026-03-31	$344,216	2,626	-14.9%	Shares	Sole	2026-04-27
2025-12-31	$355,616	3,084	-2.6%	Shares	Sole	2026-02-02
2025-09-30	$356,175	3,166	-1.8%	Shares	Sole	2025-10-31
2025-06-30	$334,418	3,223	+1.4%	Shares	Sole	2025-08-12
2025-03-31	$347,369	3,179	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$289,971	3,144	-17.5%	Shares	Sole	2025-01-24
2024-09-30	$390,906	3,810	-0.9%	Shares	Sole	2024-11-04
2024-06-30	$337,272	3,844	-2.8%	Shares	Sole	2024-08-09
2024-03-31	$340,353	3,953	-7.8%	Shares	Sole	2024-04-24
2023-12-31	$348,352	4,289	-7.0%	Shares	Sole	2024-02-07
2023-09-30	$347,065	4,614	-6.3%	Shares	Sole	2023-10-19
2023-06-30	$414,600	4,924	-2.8%	Shares	Sole	2023-07-27
2023-03-31	$460,864	5,065	-2.1%	Shares	Sole	2023-05-10
2022-12-31	$491,271	5,174	-0.7%	Shares	Sole	2023-01-26
2022-09-30	$450,577	5,212	+0.8%	Shares	Sole	2022-10-20
2022-06-30	$496,105	5,171	0.0%	Shares	Sole	2022-08-05
2022-03-31	$515,910	5,171	-0.1%	Shares	Sole	2022-08-05
2021-12-31	$460,686	5,178	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.