Cornerstone Advisory
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Cornerstone Advisory’s American Electric Power AEP Stock Holding History

Cornerstone Advisory’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
Q3 		$756K Buy
6,376
+357
+6% +$45.2K 0.06% 134
2026
Q2 		$823K Buy
6,019
+188
+3% +$24.8K 0.07% 130
2026
Q1 		$764K Buy
5,831
+75
+1% +$9.38K 0.07% 122
2025
Q4 		$664K Buy
5,756
+13
+0.2% +$1.54K 0.06% 127
2025
Q3 		$646K Buy
5,743
+27
+0.5% +$2.95K 0.06% 130
2025
Q2 		$593K Sell
5,716
-825
-13% -$85.8K 0.06% 138
2025
Q1 		$703K Sell
6,541
-77
-1% -$7.8K 0.08% 118
2024
Q4 		$674K Buy
6,618
+596
+10% +$57.7K 0.08% 121
2024
Q3 		$618K Sell
6,022
-217
-3% -$21.2K 0.08% 115
2024
Q2 		$547K Sell
6,239
-2,345
-27% -$205K 0.08% 121
2024
Q1 		$739K Buy
8,584
+1,533
+22% +$125K 0.11% 109
2023
Q4 		$573K Buy
7,051
+3,222
+84% +$250K 0.09% 126
2023
Q3 		$288K Buy
3,829
+10
+0.3% +$814 0.05% 178
2023
Q2 		$322K Buy
3,819
+282
+8% +$24.9K 0.06% 168
2023
Q1 		$322K Buy
3,537
+130
+4% +$11.9K 0.06% 167
2022
Q4 		$323K Buy
3,407
+5
+0.1% +$455 0.06% 158
2022
Q3 		$294K Buy
3,402
+125
+4% +$12.4K 0.07% 152
2022
Q2 		$314K Sell
3,277
-4,063
-55% -$403K 0.07% 145
2022
Q1 		$732K Buy
7,340
+860
+13% +$78.6K 0.11% 141
2021
Q4 		$577K Buy
6,480
+80
+1% +$6.75K 0.08% 162
2021
Q3 		$519K Hold
6,400
– – 0.09% 159
2021
Q2 		$541K Hold
6,400
– – 0.09% 151
2021
Q1 		$542K Hold
6,400
– – 0.1% 145
2020
Q4 		$533K Hold
6,400
– – 0.11% 143
2020
Q3 		$523K Buy
+6,400
New +$527K 0.12% 123
2020
Q2 		– Sell
-2,600
Closed -$208K – 165
2020
Q1 		$208K Buy
+2,600
New +$246K 0.06% 145

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cornerstone Advisory's AEP Position: Q3 2026 in Review

Cornerstone Advisory increased its American Electric Power (AEP) stake by 5.9% in Q3 2026, buying an estimated $45.2K and bringing the position to 6,376 shares worth $756K. The position accounts for 0.06% of the portfolio, ranked #134.

Cornerstone Advisory first reported a position in AEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $823K in Q2 2026. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Cornerstone Advisory held 6,376 shares of American Electric Power worth $756K as of Q3 2026.
  • Cornerstone Advisory bought 357 American Electric Power shares in Q3 2026, an estimated $45.2K.
  • American Electric Power made up 0.06% of Cornerstone Advisory's portfolio in Q3 2026, its #134 holding.
  • Cornerstone Advisory first reported a position in American Electric Power in Q1 2020 and has held it in 26 quarters since.
  • Cornerstone Advisory's American Electric Power position peaked at $823K in Q2 2026.
  • 1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.