Fortress Financial Solutions, LLC
Position in AEP — American Electric Power Co Inc
CIK 2039501
TUCSON, AZ
Position in AEP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$737,717
+$141,334 QoQ
Shares Held
5,628
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Fortress Financial Solutions, LLC holds $737,717 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
5,628 | $737,717 |
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $737,717 | 5,628 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $596,383 | 5,172 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $560,250 | 4,980 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $378,308 | 3,646 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $402,004 | 3,679 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $318,931 | 3,458 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||