Dana Investment Advisors’s American Electric Power AEP Stock Holding History

Dana Investment Advisors’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
2025 Q3	–	Sell	-2,154	Closed	-$223K	–	558
2025 Q2	$223K	Sell	2,154 -315	-13%	-$32.8K	0.01%	526
2025 Q1	$270K	Sell	2,469 -331	-12%	-$33.5K	0.01%	508
2024 Q4	$258K	Buy	2,800 +743	+36%	+$71.9K	0.01%	512
2024 Q3	$211K	Buy	+2,057	New	+$201K	0.01%	522
2024 Q1	–	Sell	-3,387	Closed	-$275K	–	524
2023 Q4	$275K	Buy	+3,387	New	+$263K	0.01%	383
2021 Q1	–	Sell	-20,453	Closed	-$1.7M	–	317
2020 Q4	$1.7M	Buy	20,453 +1,149	+6%	+$99.7K	0.08%	156
2020 Q3	$1.58M	Buy	19,304 +400	+2%	+$32.9K	0.09%	138
2020 Q2	$1.51M	Sell	18,904 -1,387	-7%	-$113K	0.08%	151
2020 Q1	$1.62M	Sell	20,291 -1,011	-5%	-$95.6K	0.1%	114
2019 Q4	$2.01M	Buy	+21,302	New	+$1.97M	0.1%	135
2017 Q3	–	Sell	-18,575	Closed	-$2.68M	–	262
2017 Q2	$2.68M	Buy	+18,575	New	+$1.29M	0.13%	132

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dana Investment Advisors's AEP Position: Q3 2025 in Review

Dana Investment Advisors sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 2,154 shares — an estimated $223K sold.

Dana Investment Advisors first reported a position in AEP in Q2 2017 and held it in 11 quarters. The position peaked at $2.68M in Q2 2017. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

Dana Investment Advisors reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
Dana Investment Advisors sold 2,154 American Electric Power shares in Q3 2025, an estimated $223K.
Dana Investment Advisors first reported a position in American Electric Power in Q2 2017 and held it in 11 quarters.
Dana Investment Advisors's American Electric Power position peaked at $2.68M in Q2 2017.
1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Dana Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.