Cornerstone Wealth Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1774879
HUNTERSVILLE, NC
Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$566,256
+$236,721 QoQ
Shares Held
4,139
+64.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,055
of 1,972 holders
Holding Since
Mar 2020
3 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 Wealth Group, LLC holds $28,456,247 across 12 Utilities - Regulated Electric names. AEP ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
108,936 | $10,426,264 | |
| 2 | NEE |
Nextera Energy Inc
|
74,394 | $6,529,561 | |
| 3 | FE |
Firstenergy Corp
|
108,819 | $5,173,255 | |
| 4 | DUK |
Duke Energy CORP
|
23,276 | $2,946,276 | |
| 5 | D |
Dominion Energy, Inc
|
16,549 | $1,130,131 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
4,139 | $566,256 | |
| 7 | ED |
Consolidated Edison Inc
|
3,536 | $391,187 | |
| 8 | EXC |
Exelon Corp
|
6,153 | $286,852 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,256 | 4,139 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $329,535 | 2,514 | Shares | Sole | 2026-04-22 | |
| 2020-03-31 | $1,210,497 | 15,135 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||