Sarver Vrooman Wealth Advisors AEP AMERICAN ELECTRIC POWER INC

Ownership history in Sarver Vrooman Wealth Advisors  ·  5 quarters on record

AI Ownership Summary

Sarver Vrooman Wealth Advisors reported AMERICAN ELECTRIC POWER INC (AEP) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows AEP at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarver Vrooman Wealth Advisors's position in AMERICAN ELECTRIC POWER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AEP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sarver Vrooman Wealth Advisors held AEP — position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 223 0% 0.02% $30K 2026-07-02 $138.51
2026 Q1 UNCHANGED 223 0% 0.02% $29K 2026-04-15 $133.42
2025 Q4 REDUCED 223 -6 -2.6% 0.01% $26K 2026-02-10 $120.36
2025 Q3 UNCHANGED 229 0% 0.02% $26K 2025-10-23 $113.54
2025 Q2 INITIATED 229 0.02% $25K 2025-07-09 $101.52

FAQ About Sarver Vrooman Wealth Advisors and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarver Vrooman Wealth Advisors reported owning AEP?

Sarver Vrooman Wealth Advisors reported AEP across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported AEP position in Sarver Vrooman Wealth Advisors's portfolio?

The largest reported portfolio weight for AEP was 0.02% in 2026 Q2.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2026 Q2, when Sarver Vrooman Wealth Advisors reported 223 shares, equal to 0.02% of portfolio, with an estimated market value of $30K.

What does the chart on this AEP ownership page compare?

The chart compares Sarver Vrooman Wealth Advisors's quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Sarver Vrooman Wealth Advisors Holdings