PDS Planning, Inc

Position in AEP — American Electric Power Co Inc

CIK 838618 DUBLIN, OH

Position in AEP

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,104,742

+$169,348 QoQ

Shares Held

8,428

+3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

PDS Planning, Inc holds $7,043,999 across 15 Utilities - Regulated Electric names. AEP ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,664	$1,919,272
2	AEP	American Electric Power Co Inc This page	8,428	$1,104,742
3	SO	Southern Co	6,319	$609,909
4	DUK	Duke Energy CORP	4,232	$554,138
5	PEG	Public Service Enterprise Group Inc	5,254	$425,311
6	KEP	Korea Electric Power Corp	27,947	$398,244
7	NGG	National Grid PLC	4,161	$352,020
8	EXC	Exelon Corp	5,646	$276,766

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,104,742	8,428	+3.9%	Shares	Sole	2026-04-22
2025-12-31	$935,394	8,112	-1.5%	Shares	Sole	2026-01-26
2025-09-30	$926,437	8,235	+0.2%	Shares	Sole	2025-10-21
2025-06-30	$852,595	8,217	+2.7%	Shares	Sole	2025-07-24
2025-03-31	$873,941	7,998	+3.6%	Shares	Sole	2025-04-24
2024-12-31	$711,738	7,717	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$790,943	7,709	+0.1%	Shares	Sole	2024-10-30
2024-06-30	$676,036	7,705	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$658,406	7,647	+2.5%	Shares	Sole	2024-05-01
2023-12-31	$605,819	7,459	-0.4%	Shares	Sole	2024-02-01
2023-09-30	$563,473	7,491	-3.3%	Shares	Sole	2023-10-23
2023-06-30	$652,381	7,748	-0.7%	Shares	Sole	2023-07-21
2023-03-31	$709,994	7,803	+4.5%	Shares	Sole	2023-05-02
2022-12-31	$708,801	7,465	-1.3%	Shares	Sole	2023-01-27
2022-09-30	$653,821	7,563	+0.1%	Shares	Sole	2022-11-02
2022-06-30	$724,634	7,553	-0.4%	Shares	Sole	2022-07-15
2022-03-31	$756,555	7,583	+1.7%	Shares	Sole	2022-04-18
2021-12-31	$663,360	7,456	-1.4%	Shares	Sole	2022-01-25
2021-09-30	$614,045	7,564	-1.5%	Shares	Sole	2021-10-22
2021-06-30	$649,904	7,683	-10.8%	Shares	Sole	2021-07-26
2021-03-31	$729,351	8,611	+7.4%	Shares	Sole	2021-04-20
2020-12-31	$667,658	8,018	+0.4%	Shares	Sole	2021-01-21
2020-09-30	$652,859	7,988	-8.3%	Shares	Sole	2020-10-19
2020-06-30	$693,823	8,712	+1.8%	Shares	Sole	2020-08-11
2020-03-31	$684,148	8,554	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.