Jefferies Financial Group’s American Electric Power AEP Stock Holding History

Jefferies Financial Group’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	$2.97M	Sell	21,745 -40,018	-65%	-$5.27M	0.02%	544
2026 Q1	$8.1M	Buy	61,763 +15,494	+33%	+$1.94M	0.06%	242
2025 Q4	$5.34M	Buy	46,269 +22,715	+96%	+$2.68M	0.03%	471
2025 Q3	$2.65M	Buy	+23,554	New	+$2.58M	0.01%	549
2025 Q2	–	Sell	-7,389	Closed	-$807K	–	1253
2025 Q1	$807K	Sell	7,389 -184,715	-96%	-$18.7M	0.01%	881
2024 Q4	$17.7M	Buy	+192,104	New	+$18.6M	0.11%	146
2024 Q2	–	Sell	-3,300	Closed	-$284K	–	1381
2024 Q1	$284K	Buy	+3,300	New	+$268K	﹤0.01%	1228
2023 Q3	–	Sell	-14,272	Closed	-$1.2M	–	1583
2023 Q2	$1.2M	Buy	+14,272	New	+$1.26M	0.01%	846

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jefferies Financial Group's AEP Position: Q2 2026 in Review

Jefferies Financial Group reduced its American Electric Power (AEP) stake by 65% in Q2 2026, selling an estimated $5.27M and leaving 21,745 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #544.

Jefferies Financial Group first reported a position in AEP in Q2 2023 and has held it in 8 quarters since. The position peaked at $17.7M in Q4 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Jefferies Financial Group held 21,745 shares of American Electric Power worth $2.97M as of Q2 2026.
Jefferies Financial Group sold 40,018 American Electric Power shares in Q2 2026, an estimated $5.27M.
American Electric Power made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #544 holding.
Jefferies Financial Group first reported a position in American Electric Power in Q2 2023 and has held it in 8 quarters since.
Jefferies Financial Group's American Electric Power position peaked at $17.7M in Q4 2024.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.