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

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