Position in KEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,198,234
+$1,372,517 QoQ
Shares Held
785,841
+32.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Capital Wealth Planning, LLC holds $376,918,561 across 3 Utilities - Regulated Electric names. KEP ranks #2 (3.0% of the industry book) .
All Filings in KEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,198,234 | 785,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,825,717 | 595,498 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,963,541 | 380,348 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,896,814 | 203,428 | Shares | Other | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||