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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
Q1 		$764K Buy
5,831
+75
+1% +$9.38K 0.07% 122
2025
Q4 		$664K Buy
5,756
+13
+0.2% +$1.53K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cornerstone Advisory's AEP Position: Q1 2026 in Review

Cornerstone Advisory increased its American Electric Power (AEP) stake by 1.3% in Q1 2026, buying an estimated $9.38K and bringing the position to 5,831 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #122.

Cornerstone Advisory first reported a position in AEP in Q1 2020 and has held it in 24 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Cornerstone Advisory held 5,831 shares of American Electric Power worth $764K as of Q1 2026.
  • Cornerstone Advisory bought 75 American Electric Power shares in Q1 2026, an estimated $9.38K.
  • American Electric Power made up 0.07% of Cornerstone Advisory's portfolio in Q1 2026, its #122 holding.
  • Cornerstone Advisory first reported a position in American Electric Power in Q1 2020 and has held it in 24 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.