Balboa Wealth Partners

SEC CIK: 0001929008
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

AEP holding history

American Electric Power Co Inc in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEP overview All 13F holders of AEP Full Q2 2026 holdings

Shares (Q2 2026): 2,296
Value: $314.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of AEP by Balboa Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,296	$314.1K	<0.1%	−1,384−37.6%	Reduced	Holders
Q1 2026	3,680	$482.3K	0.1%	+3,680	New	Holders
Q4 2024	0	$0	0.0%	−3,051−100.0%	Sold out	Holders
Q3 2024	3,051	$313.1K	0.1%	+3,051	New	Holders