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Sarver Vrooman Wealth Advisors’s American Electric Power AEP Stock Holding History

Sarver Vrooman Wealth Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.5K Hold
223
– – 0.02% 107
2026
Q2 		$30.4K Hold
223
– – 0.02% 100
2026
Q1 		$29.2K Hold
223
– – 0.02% 100
2025
Q4 		$25.7K Sell
223
-6
-3% -$709 0.02% 103
2025
Q3 		$25.8K Hold
229
– – 0.02% 106
2025
Q2 		$23.8K Hold
229
– – 0.02% 102
2025
Q1 		$25K Buy
+229
New +$23.2K 0.02% 102

Other funds holding AEP

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's AEP Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its American Electric Power (AEP) position steady in Q3 2026 at 223 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #107.

Sarver Vrooman Wealth Advisors first reported a position in AEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $30.4K in Q2 2026. 11 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 223 shares of American Electric Power worth $26.5K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in American Electric Power in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's American Electric Power position peaked at $30.4K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.