SEC 13F Intelligence

Keystone Financial Planning, Inc. / AEP

Keystone Financial Planning, Inc.’s American Elec Pwr Co Inc Position

Does Keystone Financial Planning, Inc. own American Elec Pwr Co Inc (AEP)? Not currently — the last reported position was 83.5K shares worth $7M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2024
Shares
83.5K
% of Portfolio
+2.33%
Quarters Held
15
position exited

Position History AEP

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $5MQ3 ’19: $6MQ3 ’19Q4 ’19: $6MQ2 ’21: $668,000Q2 ’21Q3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ2 ’22Q4 ’22: $7MQ1 ’23: $7MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $7MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202483.5K$7M+2.33%
Q4 202383.6K$7M+2.24%
Q3 202383.4K$6M+2.19%
Q2 202380.4K$7M+2.27%
Q1 202379.9K$7M+2.47%
Q4 202275.4K$7M+2.41%
Q2 202266.1K$6M+2.23%
Q1 202281.0K$8M+2.70%
Q4 202181.3K$7M+2.46%
Q3 202176.0K$6M+2.24%
Q2 20217.9K$668,000+0.24%
Q4 201959.7K$6M+2.52%
Q3 201959.2K$6M+2.65%
Q2 201959.7K$5M+2.57%
Q1 201962.4K$5M+2.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keystone Financial Planning, Inc.’s full portfolio or all institutional holders of AEP.