Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$210,687
+$8,824 QoQ
Shares Held
1,540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,594
of 1,972 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OLIO Financial Planning holds $657,645 across 2 Utilities - Regulated Electric names. AEP ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
6,545 | $446,958 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,540 | $210,687 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,687 | 1,540 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $201,863 | 1,540 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||