JONES FINANCIAL COMPANIES LLLP
Position in AEP — American Electric Power Co Inc
CIK 815917
DES PERES, MO
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,072,814
+$29,916,382 QoQ
Shares Held
570,666
+55.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#102
of 1,972 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,180,108,070 across 40 Utilities - Regulated Electric names. AEP ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,743,676 | $220,714,507 | |
| 2 | NGG |
National Grid PLC
|
2,272,626 | $188,332,516 | |
| 3 | NEE |
Nextera Energy Inc
|
2,009,730 | $176,394,002 | |
| 4 | SO |
Southern Co
|
964,398 | $92,302,531 | |
| 5 | D |
Dominion Energy, Inc
|
1,190,474 | $81,297,468 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
570,666 | $78,072,814 | |
| 7 | EVRG |
Evergy, Inc.
|
742,711 | $64,192,511 | |
| 8 | DTE |
Dte Energy Co
|
409,786 | $62,439,092 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,072,814 | 570,666 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,156,432 | 367,382 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,113,260 | 183,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,169,650 | 161,508 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,395,726 | 129,103 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,136,579 | 101,918 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $6,850,567 | 74,277 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,287,387 | 51,534 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,320,722 | 26,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $770,939 | 8,954 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $425,104 | 5,234 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $196,098 | 2,607 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $225,824 | 2,682 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $311,549 | 3,424 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $206,991 | 2,180 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $211,888 | 2,451 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $274,580 | 2,862 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $317,069 | 3,178 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $383,549 | 4,311 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $356,380 | 4,390 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $342,081 | 4,044 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $283,914 | 3,352 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $215,336 | 2,586 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||