Virtus Investment Advisers’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
1,686
+70
| +4% | +$7.26K | 0.06% | 254 |
|
|
2025
Q1 | $177K | Buy |
+1,616
| New | +$177K | 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 | +$179K | 0.08% | 214 |
|
|
2017
Q4 | – | Sell |
-9,732
| Closed | -$684K | – | 507 |
|
|
2017
Q3 | $684K | Sell |
9,732
-1,461
| -13% | -$103K | 0.07% | 267 |
|
|
2017
Q2 | $778K | Sell |
11,193
-1,561
| -12% | -$109K | 0.08% | 256 |
|
|
2017
Q1 | $856K | Sell |
12,754
-1,701
| -12% | -$114K | 0.08% | 263 |
|
|
2016
Q4 | $910K | Sell |
14,455
-67,634
| -82% | -$4.26M | 0.07% | 281 |
|
|
2016
Q3 | $5.27M | Buy |
+82,089
| New | +$5.27M | 0.34% | 101 |
|