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Cornerstone Planning’s American Electric Power AEP Stock Holding History

Cornerstone Planning’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 		– Sell
-7,515
Closed -$871K – 142
2025
Q4 		$871K Buy
+7,515
New +$888K 0.2% 89
2024
Q4 		$728K Buy
+7,889
New +$763K 0.28% 86

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cornerstone Planning's AEP Position: Q1 2026 in Review

Cornerstone Planning sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 7,515 shares — an estimated $871K sold.

Cornerstone Planning first reported a position in AEP in Q4 2024 and held it in 2 quarters. The position peaked at $871K in Q4 2025. 1,932 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Cornerstone Planning reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning sold 7,515 American Electric Power shares in Q1 2026, an estimated $871K.
  • Cornerstone Planning first reported a position in American Electric Power in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning's American Electric Power position peaked at $871K in Q4 2025.
  • 1,932 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Cornerstone Planning's 13F filing for Q1 2026, filed 11 May 2026.