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Koss-Olinger Consulting’s American Electric Power AEP Stock Holding History

Koss-Olinger Consulting’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
2,117
-229
-10% -$30.2K 0.02% 134
2026
Q1 		$308K Buy
2,346
+234
+11% +$29.3K 0.03% 205
2025
Q4 		$244K Hold
2,112
– – 0.02% 255
2025
Q3 		$219K Hold
2,112
– – 0.02% 290
2025
Q2 		$219K Buy
2,112
+1
+0% +$104 0.02% 293
2025
Q1 		$231K Buy
+2,111
New +$214K 0.02% 282
2024
Q4 		– Sell
-2,109
Closed -$216K – 190
2024
Q3 		$216K Buy
+2,109
New +$206K 0.02% 254
2023
Q3 		– Sell
-2,459
Closed -$207K – 276
2023
Q2 		$207K Hold
2,459
– – 0.02% 254
2023
Q1 		$224K Hold
2,459
– – 0.03% 219
2022
Q4 		$233K Sell
2,459
-213
-8% -$19.4K 0.03% 189
2022
Q3 		$231K Buy
2,672
+263
+11% +$26K 0.04% 188
2022
Q2 		$231K Hold
2,409
– – 0.04% 151
2022
Q1 		$240K Hold
2,409
– – 0.04% 164
2021
Q4 		$214K Buy
+2,409
New +$203K 0.03% 179
2021
Q3 		– Sell
-2,409
Closed -$204K – 232
2021
Q2 		$204K Hold
2,409
– – 0.03% 224
2021
Q1 		$204K Buy
+2,409
New +$194K 0.03% 210

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Koss-Olinger Consulting's AEP Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its American Electric Power (AEP) stake by 9.8% in Q2 2026, selling an estimated $30.2K and leaving 2,117 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #134.

Koss-Olinger Consulting first reported a position in AEP in Q1 2021 and has held it in 16 quarters since. The position peaked at $308K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Koss-Olinger Consulting held 2,117 shares of American Electric Power worth $290K as of Q2 2026.
  • Koss-Olinger Consulting sold 229 American Electric Power shares in Q2 2026, an estimated $30.2K.
  • American Electric Power made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #134 holding.
  • Koss-Olinger Consulting first reported a position in American Electric Power in Q1 2021 and has held it in 16 quarters since.
  • Koss-Olinger Consulting's American Electric Power position peaked at $308K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.