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

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 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. 609 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.
609 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.