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Balboa Wealth Partners’s American Electric Power AEP Stock Holding History

Balboa Wealth Partners’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Buy
+3,680
New +$460K 0.08% 201
2024
Q4 		– Sell
-3,051
Closed -$313K – 340
2024
Q3 		$313K Buy
+3,051
New +$298K 0.08% 184

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Balboa Wealth Partners's AEP Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in American Electric Power (AEP) in Q1 2026: 3,680 shares worth $482K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in AEP as recently as Q3 2024.

Balboa Wealth Partners first reported a position in AEP in Q3 2024 and has held it in 2 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Balboa Wealth Partners held 3,680 shares of American Electric Power worth $482K as of Q1 2026.
  • American Electric Power was a new Balboa Wealth Partners position in Q1 2026.
  • American Electric Power made up 0.08% of Balboa Wealth Partners's portfolio in Q1 2026, its #201 holding.
  • Balboa Wealth Partners first reported a position in American Electric Power in Q3 2024 and has held it in 2 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.