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Fortem Financial Group’s American Electric Power AEP Stock Holding History

Fortem Financial Group’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 		$348K Buy
2,547
+19
+0.8% +$2.5K 0.07% 145
2026
Q1 		$331K Buy
2,528
+18
+0.7% +$2.25K 0.08% 143
2025
Q4 		$289K Buy
2,510
+21
+0.8% +$2.48K 0.08% 141
2025
Q3 		$280K Sell
2,489
-229
-8% -$25.1K 0.08% 136
2025
Q2 		$282K Buy
2,718
+22
+0.8% +$2.29K 0.09% 137
2025
Q1 		$295K Buy
2,696
+21
+0.8% +$2.13K 0.11% 154
2024
Q4 		$247K Buy
2,675
+24
+0.9% +$2.32K 0.1% 158
2024
Q3 		$272K Buy
2,651
+270
+11% +$26.4K 0.11% 151
2024
Q2 		$209K Buy
2,381
+23
+1% +$2.01K 0.09% 159
2024
Q1 		$203K Buy
+2,358
New +$192K 0.09% 158
2023
Q2 		– Sell
-2,304
Closed -$210K – 157
2023
Q1 		$210K Buy
2,304
+63
+3% +$5.76K 0.14% 138
2022
Q4 		$213K Buy
+2,241
New +$204K 0.12% 148
2022
Q3 		– Sell
-2,205
Closed -$212K – 156
2022
Q2 		$212K Buy
2,205
+18
+0.8% +$1.78K 0.14% 157
2022
Q1 		$218K Sell
2,187
-318
-13% -$29.1K 0.1% 158
2021
Q4 		$223K Buy
2,505
+20
+0.8% +$1.69K 0.1% 157
2021
Q3 		$202K Buy
2,485
+18
+0.7% +$1.57K 0.1% 167
2021
Q2 		$209K Buy
2,467
+18
+0.7% +$1.55K 0.11% 156
2021
Q1 		$207K Buy
2,449
+19
+0.8% +$1.53K 0.12% 154
2020
Q4 		$202K Buy
+2,430
New +$211K 0.12% 144
2020
Q1 		– Sell
-2,360
Closed -$223K – 130
2019
Q4 		$223K Buy
2,360
+15
+0.6% +$1.39K 0.17% 104
2019
Q3 		$220K Buy
2,345
+15
+0.6% +$1.36K 0.19% 100
2019
Q2 		$205K Buy
+2,330
New +$201K 0.21% 121

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

Fortem Financial Group's AEP Position: Q2 2026 in Review

Fortem Financial Group increased its American Electric Power (AEP) stake by 0.75% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,547 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #145.

Fortem Financial Group first reported a position in AEP in Q2 2019 and has held it in 22 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fortem Financial Group held 2,547 shares of American Electric Power worth $348K as of Q2 2026.
  • Fortem Financial Group bought 19 American Electric Power shares in Q2 2026, an estimated $2.5K.
  • American Electric Power made up 0.07% of Fortem Financial Group's portfolio in Q2 2026, its #145 holding.
  • Fortem Financial Group first reported a position in American Electric Power in Q2 2019 and has held it in 22 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.