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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jefferies Financial Group's AEP Position: Q1 2026 in Review

Jefferies Financial Group increased its American Electric Power (AEP) stake by 33% in Q1 2026, buying an estimated $1.94M and bringing the position to 61,763 shares worth $8.1M. The position accounts for 0.06% of the portfolio, ranked #242.

Jefferies Financial Group first reported a position in AEP in Q2 2023 and has held it in 7 quarters since. The position peaked at $17.7M in Q4 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Jefferies Financial Group held 61,763 shares of American Electric Power worth $8.1M as of Q1 2026.
Jefferies Financial Group bought 15,494 American Electric Power shares in Q1 2026, an estimated $1.94M.
American Electric Power made up 0.06% of Jefferies Financial Group's portfolio in Q1 2026, its #242 holding.
Jefferies Financial Group first reported a position in American Electric Power in Q2 2023 and has held it in 7 quarters since.
Jefferies Financial Group's American Electric Power position peaked at $17.7M in Q4 2024.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.