WHCI
AEP icon

W.H. Cornerstone Investments’s American Electric Power AEP Stock Holding History

W.H. Cornerstone Investments’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 		$448K Sell
3,271
-2,467
-43% -$325K 0.25% 81
2026
Q1 		$752K Sell
5,738
-5,316
-48% -$665K 0.47% 43
2025
Q4 		$1.27M Sell
11,054
-895
-7% -$106K 0.77% 34
2025
Q3 		$1.34M Buy
11,949
+1,006
+9% +$110K 0.82% 31
2025
Q2 		$1.14M Buy
10,943
+1,467
+15% +$153K 0.72% 40
2025
Q1 		$1.04M Buy
9,476
+3,078
+48% +$312K 0.72% 36
2024
Q4 		$590K Buy
6,398
+3,026
+90% +$293K 0.39% 65
2024
Q3 		$346K Buy
+3,372
New +$329K 0.23% 88
2023
Q4 		– Sell
-3,103
Closed -$233K – 128
2023
Q3 		$233K Buy
+3,103
New +$252K 0.2% 107

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

W.H. Cornerstone Investments's AEP Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its American Electric Power (AEP) stake by 43% in Q2 2026, selling an estimated $325K and leaving 3,271 shares worth $448K. The position accounts for 0.25% of the portfolio, ranked #81.

W.H. Cornerstone Investments first reported a position in AEP in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.34M in Q3 2025. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • W.H. Cornerstone Investments held 3,271 shares of American Electric Power worth $448K as of Q2 2026.
  • W.H. Cornerstone Investments sold 2,467 American Electric Power shares in Q2 2026, an estimated $325K.
  • American Electric Power made up 0.25% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #81 holding.
  • W.H. Cornerstone Investments first reported a position in American Electric Power in Q3 2023 and has held it in 9 quarters since.
  • W.H. Cornerstone Investments's American Electric Power position peaked at $1.34M in Q3 2025.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.