Optima Capital’s American Electric Power AEP Stock Holding History

Optima Capital’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 Q1	–	Sell	-224	Closed	-$25.8K	–	179
2025 Q4	$25.8K	Buy	+224	New	+$26.5K	0.01%	392

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Optima Capital's AEP Position: Q1 2026 in Review

Optima Capital sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 224 shares — an estimated $25.8K sold.

Optima Capital first reported a position in AEP in Q4 2025 and held it in 1 quarter. The position peaked at $25.8K in Q4 2025. 1,932 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Optima Capital reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 224 American Electric Power shares in Q1 2026, an estimated $25.8K.
Optima Capital first reported a position in American Electric Power in Q4 2025 and held it in 1 quarter.
Optima Capital's American Electric Power position peaked at $25.8K in Q4 2025.
1,932 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.