First Command Bank’s American Electric Power AEP Stock Holding History

First Command Bank’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
2023 Q2	$150K	Hold	1,781	–	–	0.01%	156
2023 Q1	$162K	Hold	1,781	–	–	0.02%	147
2022 Q4	$169K	Buy	1,781 +781	+78%	+$71.1K	0.02%	141
2022 Q3	$86K	Sell	1,000 -65	-6%	-$6.43K	0.01%	183
2022 Q2	$102K	Hold	1,065	–	–	0.01%	172
2022 Q1	$106K	Sell	1,065 -113	-10%	-$10.3K	0.01%	175
2021 Q4	$95K	Hold	1,178	–	–	0.02%	196
2021 Q3	$95K	Hold	1,178	–	–	0.02%	196
2021 Q2	$100K	Hold	1,178	–	–	0.01%	200
2021 Q1	$100K	Buy	1,178 +89	+8%	+$7.17K	0.02%	185
2020 Q4	$90K	Sell	1,089 -750	-41%	-$65.1K	0.02%	176
2020 Q3	$150K	Sell	1,839 -50	-3%	-$4.12K	0.04%	125
2020 Q2	$151K	Buy	1,889 +1,000	+112%	+$81.6K	0.05%	129
2020 Q1	$71K	Sell	889 -386	-30%	-$36.5K	0.04%	164
2019 Q4	$121K	Sell	1,275 -100	-7%	-$9.24K	0.06%	155
2019 Q3	$129K	Sell	1,375 -265	-16%	-$24.1K	0.07%	141
2019 Q2	$144K	Hold	1,640	–	–	0.07%	137
2019 Q1	$137K	Hold	1,640	–	–	0.07%	136
2018 Q4	$122K	Hold	1,640	–	–	0.06%	135
2018 Q3	$116K	Hold	1,640	–	–	0.03%	143
2018 Q2	$113K	Sell	1,640 -43	-3%	-$2.9K	0.03%	138
2018 Q1	$115K	Sell	1,683 -1,114	-40%	-$75K	0.06%	137
2017 Q4	$206K	Buy	2,797 +600	+27%	+$44.8K	0.12%	104
2017 Q3	$154K	Buy	2,197 +2	+0.1%	+$142	0.1%	108
2017 Q2	$153K	Sell	2,195 -254	-10%	-$17.6K	0.1%	110
2017 Q1	$165K	Sell	2,449 -220	-8%	-$14.2K	0.12%	102
2016 Q4	$168K	Buy	+2,669	New	+$165K	0.13%	99

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Command Bank's AEP Position: Q2 2023 in Review

First Command Bank held its American Electric Power (AEP) position steady in Q2 2023 at 1,781 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #156.

First Command Bank first reported a position in AEP in Q4 2016 and has held it in 27 quarters since. The position peaked at $206K in Q4 2017. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

First Command Bank held 1,781 shares of American Electric Power worth $150K as of Q2 2023.
First Command Bank left its American Electric Power share count unchanged in Q2 2023.
American Electric Power made up 0.01% of First Command Bank's portfolio in Q2 2023, its #156 holding.
First Command Bank first reported a position in American Electric Power in Q4 2016 and has held it in 27 quarters since.
First Command Bank's American Electric Power position peaked at $206K in Q4 2017.
1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.