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Coastline Trust’s American Electric Power AEP Stock Holding History

Coastline Trust’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
Q3 		$100K Hold
846
– – 0.01% 218
2026
Q2 		$116K Hold
846
– – 0.01% 234
2026
Q1 		$111K Hold
846
– – 0.01% 233
2025
Q4 		$97.6K Sell
846
-480
-36% -$56.7K 0.01% 240
2025
Q3 		$149K Buy
1,326
+126
+11% +$13.8K 0.02% 206
2025
Q2 		$125K Hold
1,200
– – 0.01% 216
2025
Q1 		$131K Hold
1,200
– – 0.02% 215
2024
Q4 		$111K Hold
1,200
– – 0.01% 228
2024
Q3 		$123K Buy
+1,200
New +$117K 0.01% 236
2023
Q3 		– Sell
-2,825
Closed -$238K – 258
2023
Q2 		$238K Buy
2,825
+55
+2% +$4.86K 0.03% 259
2023
Q1 		$252K Hold
2,770
– – 0.04% 264
2022
Q4 		$263K Hold
2,770
– – 0.04% 254
2022
Q3 		$240K Hold
2,770
– – 0.04% 281
2022
Q2 		$266K Hold
2,770
– – 0.04% 284
2022
Q1 		$276K Hold
2,770
– – 0.03% 294
2021
Q4 		$246K Hold
2,770
– – 0.03% 312
2021
Q3 		$225K Hold
2,770
– – 0.03% 317
2021
Q2 		$234K Hold
2,770
– – 0.03% 313
2021
Q1 		$235K Buy
2,770
+130
+5% +$10.5K 0.03% 312
2020
Q4 		$219K Buy
+2,640
New +$229K 0.03% 308
2017
Q3 		– Sell
-3,500
Closed -$243K – 294
2017
Q2 		$243K Hold
3,500
– – 0.04% 266
2017
Q1 		$235K Sell
3,500
-135
-4% -$8.74K 0.04% 264
2016
Q4 		$229K Hold
3,635
– – 0.05% 258
2016
Q3 		$233K Buy
3,635
+535
+17% +$36K 0.05% 257
2016
Q2 		$217K Hold
3,100
– – 0.04% 255
2016
Q1 		$206K Buy
+3,100
New +$192K 0.04% 253
2015
Q3 		– Sell
-4,825
Closed -$256K – 253
2015
Q2 		$256K Hold
4,825
– – 0.05% 243
2015
Q1 		$272K Sell
4,825
-275
-5% -$16.3K 0.06% 239
2014
Q4 		$310K Buy
+5,100
New +$292K 0.06% 237

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Coastline Trust's AEP Position: Q3 2026 in Review

Coastline Trust held its American Electric Power (AEP) position steady in Q3 2026 at 846 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #218.

Coastline Trust first reported a position in AEP in Q4 2014 and has held it in 29 quarters since. The position peaked at $310K in Q4 2014. 203 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Coastline Trust held 846 shares of American Electric Power worth $100K as of Q3 2026.
  • Coastline Trust left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #218 holding.
  • Coastline Trust first reported a position in American Electric Power in Q4 2014 and has held it in 29 quarters since.
  • Coastline Trust's American Electric Power position peaked at $310K in Q4 2014.
  • 203 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.