Sarver Vrooman Wealth Advisors
Position in AEP — American Electric Power Co Inc
CIK 2076215
KANSAS CITY, MO
Position in AEP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$30,508
+$1,278 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,817
of 1,972 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sarver Vrooman Wealth Advisors holds $115,630 across 3 Utilities - Regulated Electric names. AEP ranks #2 (26.4% of the industry book) .
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,508 | 223 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $29,230 | 223 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,714 | 223 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $25,762 | 229 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $23,761 | 229 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $25,022 | 229 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||