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Olistico Wealth’s American Electric Power AEP Stock Holding History

Olistico Wealth’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 		$110K Hold
802
– – 0.05% 126
2026
Q1 		$105K Sell
802
-381
-32% -$47.7K 0.05% 122
2025
Q4 		$136K Buy
+1,183
New +$140K 0.07% 108
2025
Q3 		– Sell
-600
Closed -$62.3K – 102
2025
Q2 		$62.3K Hold
600
– – 0.03% 147
2025
Q1 		$65.6K Hold
600
– – 0.04% 148
2024
Q4 		$55.3K Hold
600
– – 0.03% 154
2024
Q3 		$61.6K Hold
600
– – 0.04% 152
2024
Q2 		$52.6K Buy
+600
New +$52.5K 0.03% 159

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Olistico Wealth's AEP Position: Q2 2026 in Review

Olistico Wealth held its American Electric Power (AEP) position steady in Q2 2026 at 802 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #126.

Olistico Wealth first reported a position in AEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $136K in Q4 2025. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Olistico Wealth held 802 shares of American Electric Power worth $110K as of Q2 2026.
  • Olistico Wealth left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.05% of Olistico Wealth's portfolio in Q2 2026, its #126 holding.
  • Olistico Wealth first reported a position in American Electric Power in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's American Electric Power position peaked at $136K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.