Position in KEP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,211,422
-$825,929 QoQ
Shares Held
225,363
-7.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026UBS Group AG holds $6,711,547,865 across 42 Utilities - Regulated Electric names. KEP ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,356,209 | $2,169,324,686 | |
| 2 | ETR |
Entergy Corp /De/
|
3,805,892 | $427,630,021 | |
| 3 | SO |
Southern Co
|
4,076,352 | $393,449,494 | |
| 4 | DUK |
Duke Energy CORP
|
2,747,466 | $359,753,196 | |
| 5 | EXC |
Exelon Corp
|
5,575,051 | $273,288,997 | |
| 6 | XEL |
Xcel Energy Inc
|
3,232,677 | $256,803,858 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,922,999 | $252,066,705 | |
| 8 | D |
Dominion Energy, Inc
|
3,766,590 | $232,850,592 |
All Filings in KEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,211,422 | 225,363 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,037,351 | 244,688 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,544,170 | 271,584 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,365,546 | 376,794 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,899,251 | 391,262 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $68,214 | 9,915 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $90,737 | 11,693 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $61,732 | 8,707 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $74,961 | 8,999 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $73,753 | 10,173 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $51,545 | 8,004 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $106,957 | 13,801 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $574,443 | 82,773 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $87,038 | 10,074 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $55,773 | 8,202 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $158,065 | 18,003 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $134,891 | 14,489 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $80,340 | 8,790 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $68,398 | 6,930 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $113,799 | 10,537 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $81,515 | 7,945 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $83,545 | 6,809 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $45,221 | 5,192 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $36,771 | 4,608 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $82,558 | 10,935 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||