Position in AEP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$224,094
-$132,574 QoQ
Shares Held
1,638
-39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,558
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026Balefire, LLC holds $4,427,668 across 6 Utilities - Regulated Electric names. AEP ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
27,779 | $3,190,695 | |
| 2 | NEE |
Nextera Energy Inc
|
3,265 | $286,569 | |
| 3 | DUK |
Duke Energy CORP
|
2,097 | $265,438 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,978 | $230,971 | |
| 5 | EIX |
Edison International
|
3,088 | $229,901 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,638 | $224,094 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,094 | 1,638 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $356,668 | 2,721 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $307,531 | 2,667 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $201,712 | 1,793 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||