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Cornerstone Wealth Management’s American Electric Power AEP Stock Holding History

Cornerstone Wealth Management’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 		$690K Buy
5,815
+3
+0.1% +$380 0.03% 415
2026
Q2 		$795K Buy
5,812
+3
+0.1% +$395 0.03% 383
2026
Q1 		$761K Sell
5,809
-446
-7% -$55.8K 0.04% 355
2025
Q4 		$721K Buy
6,255
+896
+17% +$106K 0.04% 349
2025
Q3 		$603K Buy
5,359
+317
+6% +$34.7K 0.03% 372
2025
Q2 		$523K Buy
5,042
+236
+5% +$24.6K 0.03% 390
2025
Q1 		$525K Sell
4,806
-218
-4% -$22.1K 0.04% 354
2024
Q4 		$463K Sell
5,024
-75
-1% -$7.26K 0.03% 371
2024
Q3 		$523K Buy
5,099
+320
+7% +$31.2K 0.04% 344
2024
Q2 		$419K Buy
4,779
+234
+5% +$20.5K 0.03% 366
2024
Q1 		$391K Sell
4,545
-205
-4% -$16.7K 0.03% 377
2023
Q4 		$386K Sell
4,750
-296
-6% -$23K 0.03% 371
2023
Q3 		$380K Sell
5,046
-3,598
-42% -$293K 0.04% 368
2023
Q2 		$728K Buy
8,644
+301
+4% +$26.6K 0.07% 240
2023
Q1 		$759K Buy
+8,343
New +$763K 0.07% 216
2022
Q3 		$439K Buy
5,076
+701
+16% +$69.3K 0.05% 284
2022
Q2 		$420K Sell
4,375
-4
-0.1% -$396 0.05% 295
2022
Q1 		$437K Sell
4,379
-227
-5% -$20.7K 0.04% 298
2021
Q4 		$410K Buy
4,606
+173
+4% +$14.6K 0.04% 322
2021
Q3 		$360K Buy
4,433
+15
+0.3% +$1.31K 0.04% 324
2021
Q2 		$374K Buy
4,418
+41
+0.9% +$3.53K 0.04% 336
2021
Q1 		$371K Buy
4,377
+293
+7% +$23.6K 0.04% 314
2020
Q4 		$340K Hold
4,084
– – 0.04% 312
2020
Q3 		$334K Sell
4,084
-106
-3% -$8.73K 0.05% 280
2020
Q2 		$334K Buy
+4,190
New +$342K 0.05% 265
2020
Q1 		– Sell
-2,454
Closed -$232K – 347
2019
Q4 		$232K Sell
2,454
-103
-4% -$9.5K 0.04% 308
2019
Q3 		$240K Buy
2,557
+89
+4% +$8.08K 0.04% 298
2019
Q2 		$217K Sell
2,468
-1,739
-41% -$150K 0.04% 328
2019
Q1 		$351K Buy
+4,207
New +$335K 0.04% 345

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 Wealth Management's AEP Position: Q3 2026 in Review

Cornerstone Wealth Management increased its American Electric Power (AEP) stake by 0.05% in Q3 2026, buying an estimated $380 and bringing the position to 5,815 shares worth $690K. The position accounts for 0.03% of the portfolio, ranked #415.

Cornerstone Wealth Management first reported a position in AEP in Q1 2019 and has held it in 29 quarters since. The position peaked at $795K in Q2 2026. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Cornerstone Wealth Management held 5,815 shares of American Electric Power worth $690K as of Q3 2026.
  • Cornerstone Wealth Management bought 3 American Electric Power shares in Q3 2026, an estimated $380.
  • American Electric Power made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #415 holding.
  • Cornerstone Wealth Management first reported a position in American Electric Power in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Management's American Electric Power position peaked at $795K in Q2 2026.
  • 1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.