American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionFortem Financial Group, Llc
Latest Disclosed Ownership2,528 shares
Latest Disclosed Value $ 331,371
Fortem Financial Group, Llc reports 0.72% increase in ownership of AEP / American Electric Power Company, Inc.

On April 16, 2026 - Fortem Financial Group, Llc filed a 13F-HR form disclosing ownership of 2,528 shares of American Electric Power Company, Inc. (MX:AEP) valued at $331,371 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,510 shares of American Electric Power Company, Inc.. This represents a change in shares of 0.72% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 2,528 18 0.72 331 14.53 0.0832
2026-02-04 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 2,510 21 0.84 289 3.21 0.0774
2025-11-04 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 2,489 -229 -8.43 280 -0.71 0.0804
2025-08-12 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 2,718 22 0.82 282 -4.08 0.0909
2025-05-01 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 2,696 21 0.79 295 19.51 0.1146
2025-01-06 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 2,675 24 0.91 247 -9.56 0.0956
2024-11-18 2024-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 2,651 270 11.34 272 30.77 0.1106
2024-11-13 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 2,651 270 272 0.1106
2024-08-02 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 2,381 23 0.98 209 2.97 0.0898
2024-05-01 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 2,358 2,358 203 0.0891
2023-07-18 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 0 -2,304 -100.00 0 -100.00
2023-04-21 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 2,304 63 2.81 210 -1.42 0.1366
2023-01-17 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 2,241 2,241 213 0.1247
2022-11-01 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 0 -2,205 -100.00 0 -100.00
2022-07-25 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 2,205 18 0.82 212 -2.75 0.1386
2022-04-27 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 2,187 -318 -12.69 218 -2.24 0.0954
2022-01-20 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 2,505 20 0.80 223 10.40 0.1017
2021-10-15 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 2,485 18 0.73 202 -3.35 0.1024
2021-07-14 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 2,467 18 0.73 209 0.97 0.1059
2021-04-20 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 2,449 19 0.78 207 2.48 0.1199
2021-01-29 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 2,430 2,430 202 0.1210
2020-04-23 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 0 -2,360 -100.00 0 -100.00
2020-02-11 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 2,360 15 0.64 223 1.36 0.1654
2019-11-12 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 2,345 15 0.64 220 7.32 0.1876
2019-08-09 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 2,330 2,330 205 0.2061
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.