Jefferies Group's AEP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 61,763 shares of American Electric Power Company, Inc. (AEP) worth $8.1 M, representing 0.06% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AEP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 192,104 shares. Largest reduction occurred in Q1 2025, reducing 184,715 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's American Electric Power Company (AEP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Electric Power Company (AEP) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +15,494 | Add 33.49% | 61,763 | $131.08 |
| Q4 2025 | +22,715 | Add 96.44% | 46,269 | $115.31 |
| Q3 2025 | +23,554 | New Buy | 23,554 | $112.50 |
| Q2 2025 | -7,389 | Sold Out | 0 | $0.00 |
| Q1 2025 | -184,715 | Reduce 96.15% | 7,389 | $109.27 |
| Q4 2024 | +192,104 | New Buy | 192,104 | $92.23 |
| Q2 2024 | -3,300 | Sold Out | 0 | $0.00 |
| Q1 2024 | +3,300 | New Buy | 3,300 | $86.10 |
| Q3 2023 | -14,272 | Sold Out | 0 | $0.00 |
| Q2 2023 | +14,272 | New Buy | 14,272 | $84.20 |
Jefferies Group's American Electric Power Company Investment FAQs
Jefferies Group first purchased American Electric Power Company, Inc. (AEP) in Q2 2023, acquiring 14,272 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held American Electric Power Company, Inc. (AEP) for 10 quarters since Q2 2023.
Jefferies Group's largest addition to American Electric Power Company, Inc. (AEP) was in Q4 2024, adding 192,104 shares worth $17.72 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 61,763 shares of American Electric Power Company, Inc. (AEP), valued at approximately $8.1 M.
As of the Q1 2026 filing, American Electric Power Company, Inc. (AEP) represents approximately 0.06% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in American Electric Power Company, Inc. (AEP) was 192,104 shares, as reported at the end of Q4 2024.