Community Bank, N.A. AEP AMERICAN ELEC PWR INC

Ownership history in Community Bank, N.A.  ·  45 quarters on record

AI Ownership Summary

Community Bank, N.A. reported AMERICAN ELEC PWR INC (AEP) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows AEP at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Community Bank, N.A.'s position in AMERICAN ELEC PWR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AEP was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Community Bank, N.A. held AEP — position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 41,382 +874 +2.2% 0.65% $5.4M 2026-05-12 $131.94
2025 Q4 ADDED 40,508 +590 +1.5% 0.55% $4.7M 2026-02-04 $118.18
2025 Q3 ADDED 39,918 +513 +1.3% 0.54% $4.5M 2025-11-14 $119.48
2025 Q2 ADDED 39,405 +670 +1.7% 0.54% $4.1M 2025-07-25 $106.42
2025 Q1 ADDED 38,735 +318 +0.8% 0.57% $4.2M 2025-04-21 $101.39
2024 Q4 REDUCED 38,417 -175 -0.5% 0.45% $3.5M 2025-02-11 $97.88
2024 Q3 REDUCED 38,592 -430 -1.1% 0.50% $4.0M 2024-11-14 $89.24
2024 Q2 ADDED 39,022 +25 +0.1% 0.45% $3.4M 2024-08-14 $91.66
2024 Q1 ADDED 38,997 +1,820 +4.9% 0.44% $3.4M 2024-05-15 $85.92
2023 Q4 ADDED 37,177 +7,795 +26.5% 0.39% $3.0M 2024-02-02 $71.91
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Community Bank, N.A. and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Community Bank, N.A. reported owning AEP?

Community Bank, N.A. reported AEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AEP position in Community Bank, N.A.'s portfolio?

The largest reported portfolio weight for AEP was 0.65% in 2026 Q1.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2026 Q1, when Community Bank, N.A. reported 41,382 shares, equal to 0.65% of portfolio, with an estimated market value of $5.4M.

What does the chart on this AEP ownership page compare?

The chart compares Community Bank, N.A.'s quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Community Bank, N.A. time their AEP position?

Based on 13F filing dates vs. subsequent AEP price moves, Community Bank, N.A. correctly timed 16 out of 33 reported position changes (48%). The annualised alpha on AEP relative to SPY over the holding period was +0.1%.

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