Position in KEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$552,655
+$305,660 QoQ
Shares Held
45,674
+163.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 169 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. KEP ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in KEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,655 | 45,674 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $246,995 | 17,333 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $491,716 | 29,801 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $447,641 | 34,302 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,531 | 248 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,830 | 247 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,699 | 247 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $238,945 | 30,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,751 | 247 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,490 | 419 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,907 | 401 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||