Jones Financial Companies’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79.1M | Buy |
570,666
+203,284
| +55% | +$26.8M | 0.03% | 296 |
|
|
2026
Q1 | $47.8M | Buy |
367,382
+184,282
| +101% | +$23.1M | 0.02% | 355 |
|
|
2025
Q4 | $21.1M | Buy |
183,100
+21,592
| +13% | +$2.55M | 0.01% | 313 |
|
|
2025
Q3 | $17.6M | Buy |
161,508
+32,405
| +25% | +$3.55M | 0.01% | 309 |
|
|
2025
Q2 | $13.2M | Buy |
129,103
+27,185
| +27% | +$2.83M | 0.01% | 320 |
|
|
2025
Q1 | $10.9M | Buy |
101,918
+27,641
| +37% | +$2.8M | 0.01% | 301 |
|
|
2024
Q4 | $6.85M | Buy |
74,277
+22,743
| +44% | +$2.2M | 0.01% | 314 |
|
|
2024
Q3 | $5.25M | Buy |
51,534
+25,084
| +95% | +$2.45M | 0.01% | 287 |
|
|
2024
Q2 | $2.32M | Buy |
26,450
+17,496
| +195% | +$1.53M | ﹤0.01% | 287 |
|
|
2024
Q1 | $771K | Buy |
8,954
+3,720
| +71% | +$302K | ﹤0.01% | 291 |
|
|
2023
Q4 | $425K | Buy |
5,234
+2,627
| +101% | +$204K | ﹤0.01% | 247 |
|
|
2023
Q3 | $196K | Sell |
2,607
-75
| -3% | -$6.1K | ﹤0.01% | 265 |
|
|
2023
Q2 | $226K | Sell |
2,682
-742
| -22% | -$65.5K | ﹤0.01% | 258 |
|
|
2023
Q1 | $312K | Buy |
3,424
+1,244
| +57% | +$114K | ﹤0.01% | 242 |
|
|
2022
Q4 | $207K | Sell |
2,180
-271
| -11% | -$24.7K | ﹤0.01% | 256 |
|
|
2022
Q3 | $212K | Sell |
2,451
-411
| -14% | -$40.6K | ﹤0.01% | 245 |
|
|
2022
Q2 | $275K | Sell |
2,862
-316
| -10% | -$31.3K | ﹤0.01% | 219 |
|
|
2022
Q1 | $317K | Sell |
3,178
-1,133
| -26% | -$104K | ﹤0.01% | 219 |
|
|
2021
Q4 | $384K | Sell |
4,311
-79
| -2% | -$6.66K | ﹤0.01% | 205 |
|
|
2021
Q3 | $356K | Buy |
4,390
+346
| +9% | +$30.2K | ﹤0.01% | 190 |
|
|
2021
Q2 | $342K | Buy |
4,044
+692
| +21% | +$59.6K | ﹤0.01% | 191 |
|
|
2021
Q1 | $284K | Buy |
3,352
+766
| +30% | +$61.7K | ﹤0.01% | 201 |
|
|
2020
Q4 | $215K | Buy |
+2,586
| New | +$224K | ﹤0.01% | 206 |
|
|
2015
Q2 | – | Sell |
-4,052
| Closed | -$228K | – | 224 |
|
|
2015
Q1 | $228K | Sell |
4,052
-814
| -17% | -$48.3K | ﹤0.01% | 217 |
|
|
2014
Q4 | $295K | Sell |
4,866
-1,829
| -27% | -$105K | ﹤0.01% | 213 |
|
|
2014
Q3 | $350K | Sell |
6,695
-481
| -7% | -$25.4K | ﹤0.01% | 201 |
|
|
2014
Q2 | $400K | Buy |
+7,176
| New | +$379K | ﹤0.01% | 195 |
|
|
2013
Q4 | – | Sell |
-2,490
| Closed | -$108K | – | 226 |
|
|
2013
Q3 | $108K | Sell |
2,490
-2,055
| -45% | -$91.4K | ﹤0.01% | 240 |
|
|
2013
Q2 | $203K | Buy |
+4,545
| New | +$218K | ﹤0.01% | 207 |
|
Other funds holding AEP
Jones Financial Companies's AEP Position: Q2 2026 in Review
Jones Financial Companies increased its American Electric Power (AEP) stake by 55% in Q2 2026, buying an estimated $26.8M and bringing the position to 570,666 shares worth $79.1M. The position accounts for 0.03% of the portfolio, ranked #296.
Jones Financial Companies first reported a position in AEP in Q2 2013 and has held it in 29 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- Jones Financial Companies held 570,666 shares of American Electric Power worth $79.1M as of Q2 2026.
- Jones Financial Companies bought 203,284 American Electric Power shares in Q2 2026, an estimated $26.8M.
- American Electric Power made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #296 holding.
- Jones Financial Companies first reported a position in American Electric Power in Q2 2013 and has held it in 29 quarters since.
- 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.