Cornerstone Planning Group LLC

Position in AEP — American Electric Power Co Inc

CIK 1822587 FAIRFIELD, NJ

Position in AEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$98,229

+$4,769 QoQ

Shares Held

718

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,708

of 1,980 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $2,194,663 across 32 Utilities - Regulated Electric names. AEP ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	12,998	$1,054,917
2	SO	Southern Co	2,509	$240,136
3	ES	Eversource Energy	1,771	$127,990
4	AEP	American Electric Power Co Inc This page	718	$98,229
5	NEE	Nextera Energy Inc	939	$82,416
6	ED	Consolidated Edison Inc	711	$78,657
7	EXC	Exelon Corp	1,646	$76,736
8	WEC	Wec Energy Group, Inc.	555	$64,807

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,229	718	+0.7%	Shares	Sole	2026-07-29
2026-03-31	$93,460	713	+4.5%	Shares	Sole	2026-05-06
2025-12-31	$78,641	682	-2.3%	Shares	Sole	2026-02-02
2025-09-30	$78,525	698	+20.6%	Shares	Sole	2025-11-04
2025-06-30	$60,077	579	-13.8%	Shares	Sole	2025-08-11
2025-03-31	$73,429	672	+328.0%	Shares	Sole	2025-04-30
2024-12-31	$14,480	157	+2.6%	Shares	Sole	2025-01-29
2024-09-30	$15,697	153	+2.0%	Shares	Sole	2024-11-05
2024-06-30	$13,161	150	+3.4%	Shares	Sole	2024-08-13
2024-03-31	$12,484	145	-54.7%	Shares	Sole	2024-05-07
2023-12-31	$25,990	320	+173.5%	Shares	Sole	2024-02-12
2023-09-30	$8,800	117	+9.3%	Shares	Sole	2023-11-08
2023-06-30	$9,009	107	-19.5%	Shares	Sole	2023-08-15
2022-12-31	$12,628	133	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.