Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$115,741
+$4,848 QoQ
Shares Held
846
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,680
of 1,972 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. AEP ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,082 | $1,411,516 | |
| 2 | LNT |
Alliant Energy Corp
|
10,650 | $812,488 | |
| 3 | ED |
Consolidated Edison Inc
|
3,300 | $365,079 | |
| 4 | SO |
Southern Co
|
3,073 | $294,116 | |
| 5 | XEL |
Xcel Energy Inc
|
3,125 | $250,937 | |
| 6 | DUK |
Duke Energy CORP
|
1,266 | $160,250 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
846 | $115,741 | |
| 8 | D |
Dominion Energy, Inc
|
972 | $66,377 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,741 | 846 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $110,893 | 846 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $97,552 | 846 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $149,175 | 1,326 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $124,512 | 1,200 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $131,124 | 1,200 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $110,676 | 1,200 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $123,120 | 1,200 | Shares | Defined | 2024-11-06 | |
| 2023-06-30 | $237,865 | 2,825 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $252,041 | 2,770 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $263,011 | 2,770 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $239,466 | 2,770 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $265,753 | 2,770 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $276,362 | 2,770 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $246,446 | 2,770 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $224,868 | 2,770 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $234,313 | 2,770 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $234,619 | 2,770 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $219,832 | 2,640 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||