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Cornerstone Planning Group’s American Electric Power AEP Stock Holding History

Cornerstone Planning Group’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
Q2 		$95.5K Buy
718
+5
+0.7% +$659 0.01% 258
2026
Q1 		$97.6K Buy
713
+31
+5% +$3.88K 0.01% 249
2025
Q4 		$81.3K Sell
682
-16
-2% -$1.89K 0.01% 241
2025
Q3 		$85K Buy
698
+119
+21% +$13K 0.01% 233
2025
Q2 		$65.6K Sell
579
-93
-14% -$9.68K 0.01% 198
2025
Q1 		$71.9K Buy
672
+515
+328% +$52.2K 0.02% 182
2024
Q4 		$16.1K Buy
157
+4
+3% +$387 ﹤0.01% 342
2024
Q3 		$14.9K Buy
153
+3
+2% +$293 ﹤0.01% 350
2024
Q2 		$14.7K Buy
150
+5
+3% +$437 ﹤0.01% 368
2024
Q1 		$12.8K Sell
145
-175
-55% -$14.2K ﹤0.01% 365
2023
Q4 		$26K Buy
320
+203
+174% +$15.8K 0.01% 283
2023
Q3 		$8.82K Buy
117
+10
+9% +$814 ﹤0.01% 452
2023
Q2 		$9.03K Buy
+107
New +$9.45K ﹤0.01% 702
2022
Q4 		$12.2K Buy
+133
New +$12.1K 0.01% 575

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cornerstone Planning Group's AEP Position: Q2 2026 in Review

Cornerstone Planning Group increased its American Electric Power (AEP) stake by 0.7% in Q2 2026, buying an estimated $659 and bringing the position to 718 shares worth $95.5K. The position accounts for 0.01% of the portfolio, ranked #258.

Cornerstone Planning Group first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $97.6K in Q1 2026. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cornerstone Planning Group held 718 shares of American Electric Power worth $95.5K as of Q2 2026.
  • Cornerstone Planning Group bought 5 American Electric Power shares in Q2 2026, an estimated $659.
  • American Electric Power made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #258 holding.
  • Cornerstone Planning Group first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's American Electric Power position peaked at $97.6K in Q1 2026.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.