BALANCED WEALTH GROUP LLC

Position in AEP — American Electric Power Co Inc

CIK 2009783 WESTLAKE, OH

Position in AEP

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

Position Value

$286,069

+$13,030 QoQ

Shares Held

2,091

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,407

of 1,972 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BALANCED WEALTH GROUP LLC holds $1,986,894 across 3 Utilities - Regulated Electric names. AEP ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	25,873	$1,230,002
2	DTE	Dte Energy Co	3,090	$470,823
3	AEP	American Electric Power Co Inc This page	2,091	$286,069

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,069	2,091	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$273,039	2,083	+6.0%	Shares	Sole	2026-04-23
2025-12-31	$226,584	1,965	+0.4%	Shares	Sole	2026-01-13
2025-09-30	$220,162	1,957	0.0%	Shares	Sole	2025-10-28
2025-06-30	$203,058	1,957	+0.4%	Shares	Sole	2025-08-13
2025-03-31	$212,967	1,949	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.