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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

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 $3.37T AUM 44.26% 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

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. 1,985 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.
  • 1,985 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.