Koss-Olinger Consulting, LLC

Position in AEP — American Electric Power Co Inc

CIK 1861163 GAINESVILLE, FL

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$289,626

-$17,887 QoQ

Shares Held

2,117

-9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,401

of 1,972 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Koss-Olinger Consulting, LLC holds $494,938 across 2 Utilities - Regulated Electric names. AEP ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AEP	American Electric Power Co Inc This page	2,117	$289,626
2	DUK	Duke Energy CORP	1,622	$205,312

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,626	2,117	-9.8%	Shares	Sole	2026-08-10
2026-03-31	$307,513	2,346	+11.1%	Shares	Sole	2026-05-07
2025-12-31	$243,534	2,112	0.0%	Shares	Sole	2026-02-10
2025-09-30	$237,600	2,112	0.0%	Shares	Sole	2025-10-20
2025-06-30	$219,141	2,112	+0.0%	Shares	Sole	2025-08-01
2025-03-31	$230,668	2,111	+0.1%	Shares	Sole	2025-05-12
2024-09-30	$216,383	2,109	-14.2%	Shares	Sole	2024-10-21
2023-06-30	$207,047	2,459	0.0%	Shares	Sole	2023-07-31
2023-03-31	$223,744	2,459	0.0%	Shares	Sole	2023-05-12
2022-12-31	$233,482	2,459	-8.0%	Shares	Sole	2023-02-14
2022-09-30	$230,994	2,672	+10.9%	Shares	Sole	2022-11-14
2022-06-30	$231,119	2,409	0.0%	Shares	Sole	2022-07-08
2022-03-31	$240,345	2,409	0.0%	Shares	Sole	2022-05-06
2021-12-31	$214,328	2,409	0.0%	Shares	Sole	2022-02-07
2021-06-30	$203,777	2,409	0.0%	Shares	Sole	2021-08-11
2021-03-31	$204,042	2,409	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.