Jefferies Group’s AEP Holdings & Trades

First Buy
Q2 2023
Duration Held
10 Quarters
Largest Add
Q4 2024
+192,104 Shares
Current Position
23,554 Shares
$2.65 M Value

Jefferies Group's AEP Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 23,554 shares of American Electric Power Company, Inc. (AEP) worth $2.65 M, representing 0.01% 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 188,804 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

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2023 +14,272 New Buy 14,272 $84.20
Q3 2023 -14,272 Sold Out 14,272 $0.00
Q1 2024 +3,300 New Buy 3,300 $86.10
Q2 2024 -3,300 Sold Out 3,300 $0.00
Q4 2024 +192,104 New Buy 192,104 $92.23
Q1 2025 -184,715 Reduce 96.15% 7,389 $109.27
Q2 2025 -7,389 Sold Out 7,389 $0.00
Q3 2025 +23,554 New Buy 23,554 $112.50

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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to American Electric Power Company, Inc. (AEP) was in Q4 2024, adding 192,104 shares worth $17.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 23,554 shares of American Electric Power Company, Inc. (AEP), valued at approximately $2.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, American Electric Power Company, Inc. (AEP) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's peak holding in American Electric Power Company, Inc. (AEP) was 192,104 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.