Position in KEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$475,953
+$283,265 QoQ
Shares Held
39,335
+190.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 169 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. KEP ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in KEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,953 | 39,335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $192,688 | 13,522 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $243,144 | 14,736 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $622,289 | 47,685 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $553,523 | 38,871 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $172,615 | 23,295 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $150,637 | 21,895 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $134,798 | 17,371 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $129,307 | 18,238 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $135,270 | 16,239 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $138,765 | 19,140 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $127,434 | 19,788 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $82,181 | 10,604 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||