Jones Financial Companies
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Jones Financial Companies’s American Electric Power AEP Stock Holding History

Jones Financial Companies’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 		$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

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

Jones Financial Companies's AEP Position: Q1 2026 in Review

Jones Financial Companies increased its American Electric Power (AEP) stake by 101% in Q1 2026, buying an estimated $23.1M and bringing the position to 367,382 shares worth $47.8M. The position accounts for 0.02% of the portfolio, ranked #355.

Jones Financial Companies first reported a position in AEP in Q2 2013 and has held it in 28 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Jones Financial Companies held 367,382 shares of American Electric Power worth $47.8M as of Q1 2026.
  • Jones Financial Companies bought 184,282 American Electric Power shares in Q1 2026, an estimated $23.1M.
  • American Electric Power made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #355 holding.
  • Jones Financial Companies first reported a position in American Electric Power in Q2 2013 and has held it in 28 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.