Forte Capital’s American Electric Power AEP Stock Holding History

Forte Capital’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
2025 Q2	$997K	Sell	9,607 -105	-1%	-$10.9K	0.11%	120
2025 Q1	$1.06M	Sell	9,712 -970	-9%	-$98.3K	0.13%	111
2024 Q4	$985K	Sell	10,682 -65	-0.6%	-$6.29K	0.11%	115
2024 Q3	$1.1M	Buy	10,747 +3,445	+47%	+$336K	0.12%	111
2024 Q2	$641K	Sell	7,302 -25	-0.3%	-$2.19K	0.08%	135
2024 Q1	$631K	Buy	7,327 +2,520	+52%	+$205K	0.08%	138
2023 Q4	$390K	Sell	4,807 -577	-11%	-$44.8K	0.05%	163
2023 Q3	$405K	Sell	5,384 -25	-0.5%	-$2.03K	0.06%	149
2023 Q2	$455K	Buy	+5,409	New	+$478K	0.07%	146

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Forte Capital's AEP Position: Q2 2025 in Review

Forte Capital reduced its American Electric Power (AEP) stake by 1.1% in Q2 2025, selling an estimated $10.9K and leaving 9,607 shares worth $997K. The position accounts for 0.11% of the portfolio, ranked #120.

Forte Capital first reported a position in AEP in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2024. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

Forte Capital held 9,607 shares of American Electric Power worth $997K as of Q2 2025.
Forte Capital sold 105 American Electric Power shares in Q2 2025, an estimated $10.9K.
American Electric Power made up 0.11% of Forte Capital's portfolio in Q2 2025, its #120 holding.
Forte Capital first reported a position in American Electric Power in Q2 2023 and has held it in 9 quarters since.
Forte Capital's American Electric Power position peaked at $1.1M in Q3 2024.
1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.