Balboa Wealth Partners

Position in AEP — American Electric Power Co Inc

CIK 1929008 SCOTTSDALE, AZ

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$314,115

-$168,259 QoQ

Shares Held

2,296

-37.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,346

of 1,965 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Balboa Wealth Partners holds $4,207,974 across 6 Utilities - Regulated Electric names. AEP ranks #6 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,590	$1,467,062
2	SO	Southern Co	11,301	$1,081,618
3	D	Dominion Energy, Inc	7,021	$479,464
4	EVRG	Evergy, Inc.	5,338	$461,363
5	ED	Consolidated Edison Inc	3,655	$404,352
6	AEP	American Electric Power Co Inc This page	2,296	$314,115

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,115	2,296	-37.6%	Shares	Sole	2026-08-10
2026-03-31	$482,374	3,680	+20.6%	Shares	Sole	2026-04-16
2024-09-30	$313,032	3,051	—	Shares	Sole	2024-11-06
No filing history on record for this holder in this stock.