JONES FINANCIAL COMPANIES LLLP
Position in AEP — American Electric Power Co Inc
CIK 815917
DES PERES, MO
Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$48,156,432
+$27,043,172 QoQ
Shares Held
367,382
+100.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98.95585521337463.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0441447866253653.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $1,037,727,989 across 40 Utilities - Regulated Electric names. AEP ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,610,470 | $210,874,941 | |
| 2 | NGG |
National Grid PLC
|
2,157,622 | $182,534,821 | |
| 3 | NEE |
Nextera Energy Inc
|
1,591,960 | $147,861,244 | |
| 4 | D |
Dominion Energy, Inc
|
1,601,283 | $98,991,314 | |
| 5 | SO |
Southern Co
|
792,024 | $76,446,156 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
367,382 | $48,156,432 | |
| 7 | DTE |
Dte Energy Co
|
329,054 | $48,114,275 | |
| 8 | EVRG |
Evergy, Inc.
|
550,238 | $45,075,496 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||