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Kozak & Associates’s American Electric Power AEP Stock Holding History

Kozak & Associates’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 		$10.6K Hold
78
– – ﹤0.01% 259
2026
Q1 		$10.5K Buy
78
+1
+1% +$125 ﹤0.01% 265
2025
Q4 		$9.04K Hold
77
– – ﹤0.01% 266
2025
Q3 		$9.48K Buy
+77
New +$8.43K ﹤0.01% 261
2022
Q3 		– Sell
-108
Closed -$10K – 329
2022
Q2 		$10K Hold
108
– – 0.01% 228
2022
Q1 		$10K Hold
108
– – 0.01% 248
2021
Q4 		$10K Buy
+108
New +$9.11K 0.01% 248

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Kozak & Associates's AEP Position: Q2 2026 in Review

Kozak & Associates held its American Electric Power (AEP) position steady in Q2 2026 at 78 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Kozak & Associates first reported a position in AEP in Q4 2021 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kozak & Associates held 78 shares of American Electric Power worth $10.6K as of Q2 2026.
  • Kozak & Associates left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #259 holding.
  • Kozak & Associates first reported a position in American Electric Power in Q4 2021 and has held it in 7 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.