Position in KEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$186,606
-$23,253 QoQ
Shares Held
15,422
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 169 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $823,034,542 across 36 Utilities - Regulated Electric names. KEP ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in KEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,606 | 15,422 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $209,859 | 14,727 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $247,566 | 15,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $189,642 | 14,532 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $178,797 | 12,556 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $77,436 | 10,922 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $92,970 | 11,161 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $94,744 | 14,712 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $117,404 | 15,149 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $98,922 | 14,254 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $252,581 | 29,234 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $324,890 | 47,778 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||