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Fortis Group Advisors’s American Electric Power AEP Stock Holding History

Fortis Group Advisors’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 		$17.1K Hold
125
– – ﹤0.01% 356
2026
Q1 		$16.4K Hold
125
– – ﹤0.01% 355
2025
Q4 		$14.4K Hold
125
– – ﹤0.01% 362
2025
Q3 		$14.1K Hold
125
– – ﹤0.01% 320
2025
Q2 		$13K Hold
125
– – ﹤0.01% 319
2025
Q1 		$13.7K Hold
125
– – ﹤0.01% 281
2024
Q4 		$11.5K Hold
125
– – ﹤0.01% 297
2024
Q3 		$12.8K Hold
125
– – ﹤0.01% 281
2024
Q2 		$11K Sell
125
-11,519
-99% -$1.01M ﹤0.01% 292
2024
Q1 		$1M Buy
11,644
+11,394
+4,558% +$926K 0.18% 91
2023
Q4 		$20.3K Buy
250
+125
+100% +$9.7K 0.01% 237
2023
Q3 		$9.4K Buy
+125
New +$10.2K ﹤0.01% 233
2020
Q3 		$10K Buy
+125
New +$10.3K ﹤0.01% 283

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

Fortis Group Advisors's AEP Position: Q2 2026 in Review

Fortis Group Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 125 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Fortis Group Advisors first reported a position in AEP in Q3 2020 and has held it in 13 quarters since. The position peaked at $1M in Q1 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fortis Group Advisors held 125 shares of American Electric Power worth $17.1K as of Q2 2026.
  • Fortis Group Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #356 holding.
  • Fortis Group Advisors first reported a position in American Electric Power in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's American Electric Power position peaked at $1M in Q1 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.