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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 $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 $3.38T AUM 44.17% 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

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.