FORTEM FINANCIAL GROUP, LLC

Position in AEP — American Electric Power Co Inc

CIK 1766509 PALM DESERT, CA

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$348,455

+$17,085 QoQ

Shares Held

2,547

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,306

of 1,972 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,272,320 across 3 Utilities - Regulated Electric names. AEP ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	28,593	$3,059,451
2	DUK	Duke Energy CORP	6,829	$864,414
3	AEP	American Electric Power Co Inc This page	2,547	$348,455

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,455	2,547	+0.8%	Shares	Sole	2026-07-20
2026-03-31	$331,370	2,528	+0.7%	Shares	Sole	2026-04-16
2025-12-31	$289,428	2,510	+0.8%	Shares	Sole	2026-02-04
2025-09-30	$280,012	2,489	-8.4%	Shares	Sole	2025-11-04
2025-06-30	$282,019	2,718	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$294,591	2,696	+0.8%	Shares	Sole	2025-05-01
2024-12-31	$246,715	2,675	+0.9%	Shares	Sole	2025-01-06
2024-09-30	$271,992	2,651	+11.3%	Shares	Sole	2024-11-18
2024-06-30	$208,908	2,381	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$203,023	2,358	+2.3%	Shares	Sole	2024-05-01
2023-03-31	$209,640	2,304	+2.8%	Shares	Sole	2023-04-21
2022-12-31	$212,782	2,241	+1.6%	Shares	Sole	2023-01-17
2022-06-30	$211,547	2,205	+0.8%	Shares	Sole	2022-07-25
2022-03-31	$218,196	2,187	-12.7%	Shares	Sole	2022-04-27
2021-12-31	$222,869	2,505	+0.8%	Shares	Sole	2022-01-20
2021-09-30	$201,732	2,485	+0.7%	Shares	Sole	2021-10-15
2021-06-30	$208,683	2,467	+0.7%	Shares	Sole	2021-07-14
2021-03-31	$207,430	2,449	+0.8%	Shares	Sole	2021-04-20
2020-12-31	$202,346	2,430	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.