Coastal Bridge Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1665976
WESTPORT, CT
Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$311,516
+$1,119 QoQ
Shares Held
2,277
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,356
of 1,972 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $19,374,142 across 9 Utilities - Regulated Electric names. AEP ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,247 | $4,809,140 | |
| 2 | NEE |
Nextera Energy Inc
|
50,432 | $4,426,416 | |
| 3 | DUK |
Duke Energy CORP
|
32,081 | $4,060,812 | |
| 4 | D |
Dominion Energy, Inc
|
29,144 | $1,990,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
12,880 | $1,503,997 | |
| 6 | ED |
Consolidated Edison Inc
|
10,478 | $1,159,181 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,226 | $748,782 | |
| 8 | LNT |
Alliant Energy Corp
|
4,772 | $364,055 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,516 | 2,277 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $310,397 | 2,368 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $286,891 | 2,488 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $340,650 | 3,028 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $200,153 | 1,929 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||