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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
Q2 		$314K Sell
2,296
-1,384
-38% -$182K 0.04% 336
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Balboa Wealth Partners's AEP Position: Q2 2026 in Review

Balboa Wealth Partners reduced its American Electric Power (AEP) stake by 38% in Q2 2026, selling an estimated $182K and leaving 2,296 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #336.

Balboa Wealth Partners first reported a position in AEP in Q3 2024 and has held it in 3 quarters since. The position peaked at $482K in Q1 2026. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Balboa Wealth Partners held 2,296 shares of American Electric Power worth $314K as of Q2 2026.
  • Balboa Wealth Partners sold 1,384 American Electric Power shares in Q2 2026, an estimated $182K.
  • American Electric Power made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #336 holding.
  • Balboa Wealth Partners first reported a position in American Electric Power in Q3 2024 and has held it in 3 quarters since.
  • Balboa Wealth Partners's American Electric Power position peaked at $482K in Q1 2026.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.