Position in KEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,428,690
+$78,182 QoQ
Shares Held
100,259
+22.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1%
Shared 9%
None 90%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $602,707,899 across 37 Utilities - Regulated Electric names. KEP ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,480,454 | $137,504,566 | |
| 2 | EIX |
Edison International
|
858,826 | $62,848,886 | |
| 3 | DUK |
Duke Energy CORP
|
440,326 | $57,656,285 | |
| 4 | PCG |
PG&E Corp
|
3,150,747 | $55,358,623 | |
| 5 | AEP |
American Electric Power Co Inc
|
256,384 | $33,606,813 | |
| 6 | ED |
Consolidated Edison Inc
|
224,098 | $25,363,410 | |
| 7 | SO |
Southern Co
|
260,784 | $25,170,870 | |
| 8 | EXC |
Exelon Corp
|
434,432 | $21,295,855 |
All Filings in KEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,428,690 | 100,259 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,350,508 | 81,849 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,364,886 | 104,589 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,926,657 | 135,299 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,077,821 | 145,455 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $485,982 | 70,637 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $591,195 | 76,185 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $342,553 | 48,315 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $663,376 | 79,637 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $453,277 | 62,521 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $311,045 | 48,299 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $444,617 | 57,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $343,169 | 49,448 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $329,719 | 38,162 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $138,917 | 20,429 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $195,969 | 22,320 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $145,280 | 15,895 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||