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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

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 $3.38T AUM 44.17% 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

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. 1,986 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.
  • 1,986 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.