Global Retirement Partners, LLC

Pension

Position in AEP — American Electric Power Co Inc

CIK 1749744 San Rafael, CA

Position in AEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,788,268

+$1,286,849 QoQ

Shares Held

27,690

+27.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#498

of 1,972 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. AEP ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,788,268	27,690	+27.6%	Shares	Sole	2026-08-06
2025-12-31	$2,501,419	21,693	+71.9%	Shares	Sole	2026-02-06
2025-09-30	$1,419,525	12,618	+16.1%	Shares	Sole	2025-10-21
2025-06-30	$1,127,767	10,869	+75.4%	Shares	Sole	2025-08-12
2024-12-31	$571,641	6,198	+7.7%	Shares	Sole	2025-01-31
2024-09-30	$590,360	5,754	-7.8%	Shares	Sole	2024-10-16
2024-06-30	$547,497	6,240	+28.9%	Shares	Sole	2024-07-23
2024-03-31	$416,896	4,842	-47.2%	Shares	Sole	2024-04-23
2023-12-31	$745,518	9,179	+73.6%	Shares	Sole	2024-01-18
2023-09-30	$397,688	5,287	+7.6%	Shares	Sole	2023-10-13
2023-06-30	$413,590	4,912	-19.8%	Shares	Sole	2023-07-20
2023-03-31	$557,222	6,124	+3.1%	Shares	Sole	2023-05-08
2022-12-31	$563,718	5,937	+112.9%	Shares	Sole	2023-02-13
2022-09-30	$241,022	2,788	-13.2%	Shares	Sole	2022-11-03
2022-06-30	$308,255	3,213	-0.8%	Shares	Sole	2022-07-15
2022-03-31	$323,155	3,239	+102.3%	Shares	Sole	2022-07-14
2021-09-30	$129,969	1,601	+4.0%	Shares	Sole	2021-10-22
2021-06-30	$130,268	1,540	+4.4%	Shares	Sole	2021-07-15
2021-03-31	$124,932	1,475	-59.1%	Shares	Sole	2021-04-14
2020-12-31	$300,105	3,604	+4.9%	Shares	Sole	2021-01-13
2020-09-30	$280,742	3,435	-38.2%	Shares	Sole	2020-10-09
2020-06-30	$442,320	5,554	+11.7%	Shares	Sole	2020-07-13
2020-03-31	$397,580	4,971	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.