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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 		– Sell
-50,000
Closed -$5.77M – 1705
2025
Q4 		$5.77M Buy
+50,000
New +$5.91M 0.03% 454

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

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.