Tortuga Wealth Management
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Tortuga Wealth Management’s American Electric Power AEP Stock Holding History

Tortuga Wealth Management’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
Q3 		$243K Sell
2,046
-2
-0.1% -$253 0.17% 123
2026
Q2 		$280K Buy
2,048
+9
+0.4% +$1.19K 0.21% 110
2026
Q1 		$267K Buy
+2,039
New +$255K 0.25% 87

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Tortuga Wealth Management's AEP Position: Q3 2026 in Review

Tortuga Wealth Management reduced its American Electric Power (AEP) stake by 0.1% in Q3 2026, selling an estimated $253 and leaving 2,046 shares worth $243K. The position accounts for 0.17% of the portfolio, ranked #123.

Tortuga Wealth Management first reported a position in AEP in Q1 2026 and has held it in 3 quarters since. The position peaked at $280K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Tortuga Wealth Management held 2,046 shares of American Electric Power worth $243K as of Q3 2026.
  • Tortuga Wealth Management sold 2 American Electric Power shares in Q3 2026, an estimated $253.
  • American Electric Power made up 0.17% of Tortuga Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Tortuga Wealth Management first reported a position in American Electric Power in Q1 2026 and has held it in 3 quarters since.
  • Tortuga Wealth Management's American Electric Power position peaked at $280K in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.