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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's AEP Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 223 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #100.

Sarver Vrooman Wealth Advisors first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 472 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 223 shares of American Electric Power worth $30.4K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 472 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.