Optivise Advisory Services
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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
Q3 		– Sell
-1,539
Closed -$211K – 233
2026
Q2 		$211K Buy
+1,539
New +$203K 0.11% 209

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Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Nexus Investment Management
Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return

Optivise Advisory Services's AEP Position: Q3 2026 in Review

Optivise Advisory Services sold out of American Electric Power (AEP) in Q3 2026, closing a stake of 1,539 shares — an estimated $211K sold.

Optivise Advisory Services first reported a position in AEP in Q2 2026 and held it in 1 quarter. The position peaked at $211K in Q2 2026. 745 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Optivise Advisory Services reported no remaining American Electric Power position as of Q3 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 1,539 American Electric Power shares in Q3 2026, an estimated $211K.
  • Optivise Advisory Services first reported a position in American Electric Power in Q2 2026 and held it in 1 quarter.
  • Optivise Advisory Services's American Electric Power position peaked at $211K in Q2 2026.
  • 745 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.