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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
Q2 		$211K Buy
+1,539
New +$203K 0.11% 209

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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.

1,981 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.
  • 1,981 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.