Global Retirement Partners, LLC

Pension

Position in AES — Aes Corp

CIK 1749744 San Rafael, CA

Position in AES

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

Position Value

$219,430

+$121,660 QoQ

Shares Held

14,968

+119.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#465

of 696 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,026,830 across 5 Utilities - Diversified names. AES ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	7,636	$707,933
2	AES	Aes Corp This page	14,968	$219,430
3	AVA	Avista Corp	1,016	$41,564
4	BIPH	Brookfield Infrastructure Partners L.P.	2,238	$34,509
5	UTL	Unitil Corp	444	$23,394

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,430	14,968	+119.5%	Shares	Sole	2026-08-06
2025-12-31	$97,770	6,818	+1.2%	Shares	Sole	2026-02-06
2025-09-30	$88,672	6,738	+12.1%	Shares	Sole	2025-10-21
2025-06-30	$63,235	6,011	+113.3%	Shares	Sole	2025-08-12
2024-12-31	$36,267	2,818	+7.1%	Shares	Sole	2025-01-31
2024-09-30	$52,757	2,630	-37.9%	Shares	Sole	2024-10-16
2024-06-30	$74,391	4,234	-12.3%	Shares	Sole	2024-07-23
2024-03-31	$86,530	4,826	+10.2%	Shares	Sole	2024-04-23
2023-12-31	$84,276	4,378	+18.0%	Shares	Sole	2024-01-18
2023-09-30	$56,392	3,710	+35.2%	Shares	Sole	2023-10-13
2023-06-30	$56,903	2,745	-0.5%	Shares	Sole	2023-07-20
2023-03-31	$66,436	2,759	+22.8%	Shares	Sole	2023-05-08
2022-12-31	$64,623	2,247	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$50,985	2,256	+29.4%	Shares	Sole	2022-11-03
2022-06-30	$36,620	1,743	+6.2%	Shares	Sole	2022-07-15
2022-03-31	$42,222	1,641	+2.9%	Shares	Sole	2022-07-14
2021-09-30	$36,391	1,594	-5.5%	Shares	Sole	2021-10-22
2021-06-30	$43,954	1,686	-20.2%	Shares	Sole	2021-07-15
2021-03-31	$56,622	2,112	0.0%	Shares	Sole	2021-04-14
2020-12-31	$49,632	2,112	0.0%	Shares	Sole	2021-01-13
2020-09-30	$38,248	2,112	-9.9%	Shares	Sole	2020-10-09
2020-06-30	$33,979	2,345	+24.1%	Shares	Sole	2020-07-13
2020-03-31	$25,704	1,890	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.