Ownership history in Planned Solutions, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in AMERICAN ELEC PWR CO INC COM (AEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,814 | -125 | -6.4% | 0.07% | $204K | $110.74 |
| 2025 Q2 | REDUCED | 1,939 | -48 | -2.4% | 0.08% | $201K | $101.31 |
| 2025 Q1 | REDUCED | 1,987 | -199 | -9.1% | 0.09% | $217K | $105.74 |
| 2024 Q3 | REDUCED | 2,186 | -232 | -9.6% | 0.09% | $224K | $97.42 |
| 2024 Q2 | REDUCED | 2,418 | -870 | -26.5% | 0.10% | $212K | $82.56 |
| 2024 Q1 | ADDED | 3,288 | +2,418 | +277.9% | 0.14% | $283K | $80.23 |
| 2020 Q4 | UNCHANGED | 870 | — | 0% | 0.06% | $72K | $68.79 |
| 2020 Q3 | INITIATED | 870 | — | — | 0.07% | $71K | $66.97 |
As of 2025 Q4 — sorted by position size