Pinnacle Wealth Planning Services, Inc.
Holdings in KEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $299,524 | 18,153 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $230,567 | 17,668 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $334,141 | 23,465 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $125,125 | 16,886 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $111,476 | 16,203 | Shares | Sole | 2025-02-27 |
| 2024-09-30 | $290,022 | 37,374 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $264,981 | 37,374 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $310,550 | 37,281 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $224,844 | 31,013 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $250,400 | 38,882 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $308,116 | 39,757 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $272,006 | 39,194 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $275,227 | 31,855 | Shares | Sole | 2023-02-13 |
| 2022-06-30 | $137,679 | 15,681 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $194,104 | 20,849 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $105,630 | 11,557 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $111,155 | 11,262 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $108,086 | 10,008 | Shares | Sole | 2021-08-02 |
| 2020-12-31 | $103,755 | 8,456 | Shares | Sole | 2021-02-12 |