RETIREMENT GUYS FORMULA LLC
PensionPosition in AEP — American Electric Power Co Inc
CIK 1933059
MAUMEE, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,542,669
+$111,407 QoQ
Shares Held
11,276
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#706
of 1,972 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RETIREMENT GUYS FORMULA LLC holds $9,270,865 across 6 Utilities - Regulated Electric names. AEP ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,696 | $1,782,119 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
11,276 | $1,542,669 | |
| 3 | SO |
Southern Co
|
15,947 | $1,526,287 | |
| 4 | DUK |
Duke Energy CORP
|
11,905 | $1,506,934 | |
| 5 | NEE |
Nextera Energy Inc
|
16,756 | $1,470,674 | |
| 6 | ETR |
Entergy Corp /De/
|
12,556 | $1,442,182 |
All Filings in AEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,669 | 11,276 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,431,262 | 10,919 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,283,515 | 11,131 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,293,187 | 11,495 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,166,366 | 11,241 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,133,566 | 10,374 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $810,056 | 8,783 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $795,047 | 7,749 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $645,766 | 7,360 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $629,132 | 7,307 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||