Cornerstone Advisory, LLC
Position in AEP — American Electric Power Co Inc
CIK 1668189
HUNT VALLEY, MD
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$823,459
+$59,132 QoQ
Shares Held
6,019
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#906
of 1,972 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Advisory, LLC holds $5,726,581 across 8 Utilities - Regulated Electric names. AEP ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,407 | $2,240,283 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
6,019 | $823,459 | |
| 3 | DUK |
Duke Energy CORP
|
6,437 | $814,795 | |
| 4 | NEE |
Nextera Energy Inc
|
8,790 | $771,498 | |
| 5 | D |
Dominion Energy, Inc
|
6,840 | $467,103 | |
| 6 | EXC |
Exelon Corp
|
6,828 | $318,321 | |
| 7 | ETR |
Entergy Corp /De/
|
1,918 | $220,301 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,003 | $70,821 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,459 | 6,019 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $764,327 | 5,831 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $663,724 | 5,756 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $646,087 | 5,743 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $593,092 | 5,716 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $714,735 | 6,541 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $610,378 | 6,618 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $617,857 | 6,022 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $547,409 | 6,239 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $739,082 | 8,584 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $572,682 | 7,051 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $288,017 | 3,829 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,559 | 3,819 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $321,831 | 3,537 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $323,494 | 3,407 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $294,102 | 3,402 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $314,395 | 3,277 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $732,311 | 7,340 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $576,524 | 6,480 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $519,552 | 6,400 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $541,376 | 6,400 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $542,080 | 6,400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $532,928 | 6,400 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $523,072 | 6,400 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $207,948 | 2,600 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||