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 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%	-$9.52K	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
2018 Q4	–	Sell	-176,553	Closed	-$2.46M	–	347
2018 Q3	$2.46M	Buy	176,553 +3,950	+2%	+$281K	0.03%	450
2018 Q2	$2.46M	Buy	+172,603	New	+$11.6M	0.03%	473

Other funds holding AEP

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cornerstone Wealth Management's AEP Position: Q2 2026 in Review

Cornerstone Wealth Management increased its American Electric Power (AEP) stake by 0.05% in Q2 2026, buying an estimated $395 and bringing the position to 5,812 shares worth $795K. The position accounts for 0.03% of the portfolio, ranked #383.

Cornerstone Wealth Management first reported a position in AEP in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.46M in Q2 2018. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Cornerstone Wealth Management held 5,812 shares of American Electric Power worth $795K as of Q2 2026.
Cornerstone Wealth Management bought 3 American Electric Power shares in Q2 2026, an estimated $395.
American Electric Power made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #383 holding.
Cornerstone Wealth Management first reported a position in American Electric Power in Q2 2018 and has held it in 30 quarters since.
Cornerstone Wealth Management's American Electric Power position peaked at $2.46M in Q2 2018.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.