Virtus Investment Advisers’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
2026 Q1	$193K	Buy	1,471 +52	+4%	+$6.51K	0.05%	380
2025 Q4	$164K	Sell	1,419 -194	-12%	-$22.9K	0.04%	404
2025 Q3	$181K	Sell	1,613 -73	-4%	-$7.99K	0.05%	271
2025 Q2	$175K	Buy	1,686 +70	+4%	+$7.28K	0.06%	254
2025 Q1	$177K	Buy	+1,616	New	+$164K	0.05%	275
2023 Q3	–	Sell	-2,067	Closed	-$174K	–	244
2023 Q2	$174K	Hold	2,067	–	–	0.12%	203
2023 Q1	$188K	Hold	2,067	–	–	0.13%	191
2022 Q4	$196K	Hold	2,067	–	–	0.13%	197
2022 Q3	$179K	Buy	+2,067	New	+$204K	0.08%	214
2017 Q4	–	Sell	-9,732	Closed	-$684K	–	507
2017 Q3	$684K	Sell	9,732 -1,461	-13%	-$104K	0.07%	267
2017 Q2	$778K	Sell	11,193 -1,561	-12%	-$108K	0.08%	256
2017 Q1	$856K	Sell	12,754 -1,701	-12%	-$110K	0.08%	263
2016 Q4	$910K	Sell	14,455 -67,634	-82%	-$4.17M	0.07%	281
2016 Q3	$5.27M	Buy	+82,089	New	+$5.52M	0.34%	101