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Fortitude Advisory Group’s American Electric Power AEP Stock Holding History

Fortitude Advisory 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 		$282K Hold
2,062
– – 0.11% 171
2026
Q1 		$270K Hold
2,062
– – 0.12% 165
2025
Q4 		$238K Hold
2,062
– – 0.1% 174
2025
Q3 		$232K Buy
2,062
+2
+0.1% +$219 0.12% 170
2025
Q2 		$214K Hold
2,060
– – 0.12% 182
2025
Q1 		$218K Buy
+2,060
New +$209K 0.16% 161
2024
Q4 		– Sell
-2,060
Closed -$211K – 203
2024
Q3 		$211K Buy
+2,060
New +$201K 0.13% 180
2022
Q2 		– Sell
-1,415
Closed -$141K – 223
2022
Q1 		$141K Buy
1,415
+54
+4% +$4.93K 0.08% 273
2021
Q4 		$121K Buy
+1,361
New +$115K 0.06% 304

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

Fortitude Advisory Group's AEP Position: Q2 2026 in Review

Fortitude Advisory Group held its American Electric Power (AEP) position steady in Q2 2026 at 2,062 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #171.

Fortitude Advisory Group first reported a position in AEP in Q4 2021 and has held it in 9 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fortitude Advisory Group held 2,062 shares of American Electric Power worth $282K as of Q2 2026.
  • Fortitude Advisory Group left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.11% of Fortitude Advisory Group's portfolio in Q2 2026, its #171 holding.
  • Fortitude Advisory Group first reported a position in American Electric Power in Q4 2021 and has held it in 9 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.