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Optas LLC’s American Electric Power AEP Stock Holding History

Optas LLC’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 		$308K Buy
2,252
+51
+2% +$6.72K 0.04% 310
2026
Q1 		$289K Buy
2,201
+441
+25% +$55.2K 0.04% 323
2025
Q4 		$203K Buy
+1,760
New +$208K 0.03% 434

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

Optas LLC's AEP Position: Q2 2026 in Review

Optas LLC increased its American Electric Power (AEP) stake by 2.3% in Q2 2026, buying an estimated $6.72K and bringing the position to 2,252 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #310.

Optas LLC first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Optas LLC held 2,252 shares of American Electric Power worth $308K as of Q2 2026.
  • Optas LLC bought 51 American Electric Power shares in Q2 2026, an estimated $6.72K.
  • American Electric Power made up 0.04% of Optas LLC's portfolio in Q2 2026, its #310 holding.
  • Optas LLC first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.