OAS
AEP icon

Optivise Advisory Services’s American Electric Power AEP Stock Holding History

Optivise Advisory Services’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 		$211K Buy
+1,539
New +$203K 0.11% 209

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

Optivise Advisory Services's AEP Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in American Electric Power (AEP) in Q2 2026: 1,539 shares worth $211K. The stake represents 0.11% of the portfolio and ranks #209 among its holdings.

654 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Optivise Advisory Services held 1,539 shares of American Electric Power worth $211K as of Q2 2026.
  • American Electric Power was a new Optivise Advisory Services position in Q2 2026.
  • American Electric Power made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #209 holding.
  • 654 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.