Jefferies Financial Group Inc.
Position in AEP — American Electric Power Co Inc
CIK 96223
NEW YORK, NY
Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,974,933
-$5,120,961 QoQ
Shares Held
21,745
-64.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#546
of 1,972 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Dec 31, 2025CallValue
$5,765,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. AEP ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,974,933 | 21,745 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $8,095,894 | 61,763 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $5,765,500 | 50,000 | Call | Defined | 2026-02-09 | |
| 2025-12-31 | $5,335,278 | 46,269 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,649,825 | 23,554 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $807,396 | 7,389 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $17,717,751 | 192,104 | Shares | Defined | 2025-02-27 | |
| 2024-03-31 | $284,130 | 3,300 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $1,201,702 | 14,272 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||