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Fortitude Family Office’s American Electric Power AEP Stock Holding History

Fortitude Family Office’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 		$47.3K Buy
346
+184
+114% +$24.2K 0.01% 305
2026
Q1 		$21.2K Buy
162
+71
+78% +$8.88K ﹤0.01% 418
2025
Q4 		$10.5K Sell
91
-30
-25% -$3.54K ﹤0.01% 562
2025
Q3 		$13.6K Hold
121
– – ﹤0.01% 481
2025
Q2 		$12.6K Sell
121
-13
-10% -$1.35K ﹤0.01% 488
2025
Q1 		$14.6K Sell
134
-1,165
-90% -$118K 0.01% 461
2024
Q4 		$120K Sell
1,299
-144
-10% -$13.9K 0.04% 161
2024
Q3 		$148K Buy
1,443
+1,406
+3,800% +$137K 0.06% 129
2024
Q2 		$3.25K Buy
+37
New +$3.24K ﹤0.01% 713
2024
Q1 		– Sell
-84
Closed -$6.82K – 970
2023
Q4 		$6.82K Buy
+84
New +$6.52K 0.01% 509

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

Fortitude Family Office's AEP Position: Q2 2026 in Review

Fortitude Family Office increased its American Electric Power (AEP) stake by 114% in Q2 2026, buying an estimated $24.2K and bringing the position to 346 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #305.

Fortitude Family Office first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $148K in Q3 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fortitude Family Office held 346 shares of American Electric Power worth $47.3K as of Q2 2026.
  • Fortitude Family Office bought 184 American Electric Power shares in Q2 2026, an estimated $24.2K.
  • American Electric Power made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #305 holding.
  • Fortitude Family Office first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • Fortitude Family Office's American Electric Power position peaked at $148K in Q3 2024.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.