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Optimize Financial’s American Electric Power AEP Stock Holding History

Optimize Financial’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
-2,367
Closed -$273K – 299
2025
Q4 		$273K Buy
2,367
+32
+1% +$3.78K 0.14% 289
2025
Q3 		$263K Buy
+2,335
New +$255K 0.14% 306

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Optimize Financial's AEP Position: Q1 2026 in Review

Optimize Financial sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 2,367 shares — an estimated $273K sold.

Optimize Financial first reported a position in AEP in Q3 2025 and held it in 2 quarters. The position peaked at $273K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Optimize Financial reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,367 American Electric Power shares in Q1 2026, an estimated $273K.
  • Optimize Financial first reported a position in American Electric Power in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's American Electric Power position peaked at $273K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.