Cornerstone Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1674117 ST. PETERS, MO

Position in AEP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$795,139

+$33,696 QoQ

Shares Held

5,812

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#923

of 1,972 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Utilities · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. AEP ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	59,870	$6,623,418
2	AEE	Ameren Corp	27,382	$3,095,261
3	NEE	Nextera Energy Inc	31,040	$2,724,380
4	DUK	Duke Energy CORP	18,986	$2,403,247
5	AEP	American Electric Power Co Inc This page	5,812	$795,139
6	SO	Southern Co	7,680	$735,052
7	D	Dominion Energy, Inc	6,856	$468,196
8	ES	Eversource Energy	5,355	$387,005

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$795,139	5,812	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$761,443	5,809	-7.1%	Shares	Sole	2026-04-24
2025-12-31	$721,264	6,255	+16.7%	Shares	Sole	2026-02-05
2025-09-30	$602,887	5,359	+6.3%	Shares	Sole	2025-11-04
2025-06-30	$523,157	5,042	+4.9%	Shares	Sole	2025-08-12
2025-03-31	$525,151	4,806	-4.3%	Shares	Sole	2025-04-18
2024-12-31	$463,363	5,024	-1.5%	Shares	Sole	2025-01-21
2024-09-30	$523,157	5,099	+6.7%	Shares	Sole	2024-10-16
2024-06-30	$419,309	4,779	+5.1%	Shares	Sole	2024-07-16
2024-03-31	$391,324	4,545	-4.3%	Shares	Sole	2024-04-19
2023-12-31	$385,795	4,750	-5.9%	Shares	Sole	2024-01-10
2023-09-30	$379,560	5,046	-41.6%	Shares	Sole	2023-11-07
2023-06-30	$727,824	8,644	+3.6%	Shares	Sole	2023-07-14
2023-03-31	$759,129	8,343	+64.4%	Shares	Sole	2023-05-15
2022-09-30	$438,820	5,076	+16.0%	Shares	Sole	2022-10-14
2022-06-30	$419,737	4,375	-0.1%	Shares	Sole	2022-08-04
2022-03-31	$436,892	4,379	-4.9%	Shares	Sole	2022-04-21
2021-12-31	$409,795	4,606	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$359,870	4,433	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$373,718	4,418	+0.9%	Shares	Sole	2021-08-09
2021-03-31	$370,731	4,377	+7.2%	Shares	Sole	2021-04-30
2020-12-31	$340,074	4,084	0.0%	Shares	Sole	2021-01-29
2020-09-30	$333,785	4,084	-2.5%	Shares	Sole	2020-10-13
2020-06-30	$333,691	4,190	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.