Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$302,721
+$58,564 QoQ
Shares Held
2,678
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#597
of 945 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. AEE ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in AEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,721 | 2,678 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $244,157 | 2,445 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $152,603 | 1,462 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,817 | 248 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $14,886 | 167 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,343 | 164 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $10,524 | 148 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,804 | 92 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $391,648 | 5,414 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,931 | 106 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,493 | 104 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,602 | 88 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,848 | 122 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,538 | 106 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,397 | 104 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $10,594 | 113 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $9,079 | 102 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,262 | 102 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,164 | 102 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $8,298 | 102 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,962 | 102 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $8,066 | 102 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,176 | 102 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||