Sequoia Financial Advisors, LLC
Holdings in KEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,055,026 | 63,941 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $840,446 | 64,402 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $916,415 | 64,355 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $361,819 | 52,590 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $403,240 | 51,964 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $369,601 | 52,130 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $429,578 | 51,570 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $338,778 | 46,728 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $261,071 | 40,539 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $435,123 | 56,145 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $303,548 | 43,739 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $455,094 | 52,673 | Shares | Sole | 2023-01-18 |
| 2022-09-30 | $74,861 | 11,009 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $279,836 | 31,872 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $256,872 | 27,591 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $116,635 | 12,761 | Shares | Sole | 2022-02-22 |