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Coastal Bridge Advisors’s American Electric Power AEP Stock Holding History

Coastal Bridge Advisors’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
Q1 		$310K Sell
2,368
-120
-5% -$15K 0.02% 374
2025
Q4 		$287K Sell
2,488
-540
-18% -$63.8K 0.02% 373
2025
Q3 		$341K Buy
3,028
+1,099
+57% +$120K 0.03% 347
2025
Q2 		$200K Buy
+1,929
New +$201K 0.02% 420

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Coastal Bridge Advisors's AEP Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its American Electric Power (AEP) stake by 4.8% in Q1 2026, selling an estimated $15K and leaving 2,368 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #374.

Coastal Bridge Advisors first reported a position in AEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $341K in Q3 2025. 1,922 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Coastal Bridge Advisors held 2,368 shares of American Electric Power worth $310K as of Q1 2026.
  • Coastal Bridge Advisors sold 120 American Electric Power shares in Q1 2026, an estimated $15K.
  • American Electric Power made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #374 holding.
  • Coastal Bridge Advisors first reported a position in American Electric Power in Q2 2025 and has held it in 4 quarters since.
  • Coastal Bridge Advisors's American Electric Power position peaked at $341K in Q3 2025.
  • 1,922 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.