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

Virtus Investment 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
2026
Q2 		$205K Buy
1,498
+27
+2% +$3.56K 0.05% 384
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

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Virtus Investment Advisers's AEP Position: Q2 2026 in Review

Virtus Investment Advisers increased its American Electric Power (AEP) stake by 1.8% in Q2 2026, buying an estimated $3.56K and bringing the position to 1,498 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #384.

Virtus Investment Advisers first reported a position in AEP in Q3 2016 and has held it in 15 quarters since. The position peaked at $5.27M in Q3 2016. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Virtus Investment Advisers held 1,498 shares of American Electric Power worth $205K as of Q2 2026.
  • Virtus Investment Advisers bought 27 American Electric Power shares in Q2 2026, an estimated $3.56K.
  • American Electric Power made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #384 holding.
  • Virtus Investment Advisers first reported a position in American Electric Power in Q3 2016 and has held it in 15 quarters since.
  • Virtus Investment Advisers's American Electric Power position peaked at $5.27M in Q3 2016.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.