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Disclosery

NEOS Investment Management LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEOS Investment Management LLC on AEP, newest first. How the timeline and the estimate are built.

NEOS Investment Management LLC held 421,913 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 421,913 shares
    Change vs previous 13F +53,441 shares

    0.21% of the 13F portfolio, value $57,721,919.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 368,472 shares
    Change vs previous 13F -26,465 shares

    0.24% of the 13F portfolio, value $48,299,310.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 394,937 shares
    Change vs previous 13F +115,044 shares

    0.26% of the 13F portfolio, value $45,540,184.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 279,893 shares
    Change vs previous 13F +102,075 shares

    0.24% of the 13F portfolio, value $31,487,963.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 177,818 shares
    Change vs previous 13F +58,701 shares

    0.23% of the 13F portfolio, value $18,450,396.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 119,117 shares
    Change vs previous 13F +48,148 shares

    0.25% of the 13F portfolio, value $13,015,914.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,969 shares
    Change vs previous 13F +17,185 shares

    0.15% of the 13F portfolio, value $6,545,471.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,784 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,518,239.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).