CBA
AEP icon

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
Q2 		$312K Sell
2,277
-91
-4% -$12K 0.02% 388
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coastal Bridge Advisors's AEP Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its American Electric Power (AEP) stake by 3.8% in Q2 2026, selling an estimated $12K and leaving 2,277 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #388.

Coastal Bridge Advisors first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $341K in Q3 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Coastal Bridge Advisors held 2,277 shares of American Electric Power worth $312K as of Q2 2026.
  • Coastal Bridge Advisors sold 91 American Electric Power shares in Q2 2026, an estimated $12K.
  • American Electric Power made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #388 holding.
  • Coastal Bridge Advisors first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's American Electric Power position peaked at $341K in Q3 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.