Virtus ETF Advisers’s American Electric Power AEP Stock Holding History

Virtus ETF Advisers’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	-3,240	Closed	-$336K	–	463
2025 Q2	$336K	Buy	+3,240	New	+$337K	0.21%	134
2025 Q1	–	Sell	-1,731	Closed	-$160K	–	426
2024 Q4	$160K	Sell	1,731 -128	-7%	-$12.4K	0.07%	306
2024 Q3	$191K	Sell	1,859 -333	-15%	-$32.5K	0.09%	276
2024 Q2	$192K	Sell	2,192 -29	-1%	-$2.54K	0.09%	257
2024 Q1	$191K	Sell	2,221 -312	-12%	-$25.4K	0.1%	261
2023 Q4	$206K	Buy	2,533 +199	+9%	+$15.4K	0.13%	291
2023 Q3	$176K	Sell	2,334 -206	-8%	-$16.8K	0.11%	287
2023 Q2	$214K	Sell	2,540 -543	-18%	-$48K	0.13%	288
2023 Q1	$281K	Buy	+3,083	New	+$282K	0.15%	252
2016 Q1	–	Sell	-2,012	Closed	-$117K	–	154
2015 Q4	$117K	Buy	+2,012	New	+$114K	0.32%	72

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 $3.38T AUM 44.17% 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

Virtus ETF Advisers's AEP Position: Q3 2025 in Review

Virtus ETF Advisers sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 3,240 shares — an estimated $336K sold.

Virtus ETF Advisers first reported a position in AEP in Q4 2015 and held it in 10 quarters. The position peaked at $336K in Q2 2025. 1,717 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

Virtus ETF Advisers reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
Virtus ETF Advisers sold 3,240 American Electric Power shares in Q3 2025, an estimated $336K.
Virtus ETF Advisers first reported a position in American Electric Power in Q4 2015 and held it in 10 quarters.
Virtus ETF Advisers's American Electric Power position peaked at $336K in Q2 2025.
1,717 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Virtus ETF Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.