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OLIO Financial Planning’s American Electric Power AEP Stock Holding History

OLIO Financial Planning’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 		$211K Hold
1,540
– – 0.05% 65
2026
Q1 		$202K Buy
+1,540
New +$193K 0.06% 69

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

OLIO Financial Planning's AEP Position: Q2 2026 in Review

OLIO Financial Planning held its American Electric Power (AEP) position steady in Q2 2026 at 1,540 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #65.

OLIO Financial Planning first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • OLIO Financial Planning held 1,540 shares of American Electric Power worth $211K as of Q2 2026.
  • OLIO Financial Planning left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.05% of OLIO Financial Planning's portfolio in Q2 2026, its #65 holding.
  • OLIO Financial Planning first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.