First National Bank of South Miami’s American Electric Power AEP Stock Holding History

First National Bank of South Miami’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	$42.1K	Hold	500	–	–	0.03%	190
2023 Q1	$45.5K	Hold	500	–	–	0.04%	194
2022 Q4	$47K	Hold	500	–	–	0.04%	191
2022 Q3	$43K	Hold	500	–	–	0.03%	196
2022 Q2	$48K	Hold	500	–	–	0.03%	199
2022 Q1	$50K	Hold	500	–	–	0.03%	217
2021 Q4	$44K	Hold	500	–	–	0.03%	229
2021 Q3	$41K	Hold	500	–	–	0.03%	225
2021 Q2	$42K	Hold	500	–	–	0.03%	220
2021 Q1	$42K	Hold	500	–	–	0.03%	203
2020 Q4	$42K	Hold	500	–	–	0.04%	194
2020 Q3	$41K	Hold	500	–	–	0.04%	178
2020 Q2	$40K	Sell	500 -500	-50%	-$40.8K	0.04%	173
2020 Q1	$80K	Hold	1,000	–	–	0.1%	134
2019 Q4	$94K	Buy	1,000 +440	+79%	+$40.6K	0.09%	143
2019 Q3	$51K	Hold	560	–	–	0.05%	173
2019 Q2	$49K	Hold	560	–	–	0.05%	178
2019 Q1	$47K	Hold	560	–	–	0.04%	181
2018 Q4	$44K	Buy	+560	New	+$42K	0.04%	186

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

First National Bank of South Miami's AEP Position: Q2 2023 in Review

First National Bank of South Miami held its American Electric Power (AEP) position steady in Q2 2023 at 500 shares worth $42.1K. The position accounts for 0.03% of the portfolio, ranked #190.

First National Bank of South Miami first reported a position in AEP in Q4 2018 and has held it in 19 quarters since. The position peaked at $94K in Q4 2019. 1,308 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

First National Bank of South Miami held 500 shares of American Electric Power worth $42.1K as of Q2 2023.
First National Bank of South Miami left its American Electric Power share count unchanged in Q2 2023.
American Electric Power made up 0.03% of First National Bank of South Miami's portfolio in Q2 2023, its #190 holding.
First National Bank of South Miami first reported a position in American Electric Power in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's American Electric Power position peaked at $94K in Q4 2019.
1,308 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.