Position in KEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$534,973
-$139,563 QoQ
Shares Held
37,542
-8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Cetera Investment Advisers holds $617,493,979 across 35 Utilities - Regulated Electric names. KEP ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,090,787 | $101,312,296 | |
| 2 | DUK |
Duke Energy CORP
|
689,224 | $90,246,990 | |
| 3 | SO |
Southern Co
|
798,489 | $77,070,158 | |
| 4 | AEP |
American Electric Power Co Inc
|
286,672 | $37,576,965 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
257,158 | $29,771,181 | |
| 6 | ETR |
Entergy Corp /De/
|
248,690 | $27,942,808 | |
| 7 | D |
Dominion Energy, Inc
|
361,632 | $22,356,090 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
254,562 | $20,606,793 |
All Filings in KEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $534,973 | 37,542 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $674,536 | 40,881 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $571,068 | 43,760 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $287,106 | 20,162 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $156,506 | 21,121 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $118,411 | 17,211 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $152,918 | 19,706 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||