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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

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. 609 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.
609 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.