Position in KEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,655,316
+$691,489 QoQ
Shares Held
136,803
+102.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2
of 34 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. KEP ranks #22 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in KEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,316 | 136,803 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $963,827 | 67,637 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,055,026 | 63,941 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $840,446 | 64,402 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $916,415 | 64,355 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $449,846 | 60,708 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $361,819 | 52,590 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $403,240 | 51,964 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $369,601 | 52,130 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $429,578 | 51,570 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $338,778 | 46,728 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $261,071 | 40,539 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $435,123 | 56,145 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $303,548 | 43,739 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $455,094 | 52,673 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $74,861 | 11,009 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $279,836 | 31,872 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $256,872 | 27,591 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $116,635 | 12,761 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||