Position in KEP
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$282,506
-$33,650 QoQ
Shares Held
19,825
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,985,869 across 12 Utilities - Regulated Electric names. KEP ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
13,834 | $1,335,257 | |
| 2 | D |
Dominion Energy, Inc
|
21,031 | $1,300,136 | |
| 3 | NEE |
Nextera Energy Inc
|
11,455 | $1,063,940 | |
| 4 | DUK |
Duke Energy CORP
|
5,223 | $683,899 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
8,315 | $673,099 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,326 | $567,052 | |
| 7 | XEL |
Xcel Energy Inc
|
7,082 | $562,594 | |
| 8 | PPL |
PPL Corp
|
13,395 | $511,689 |
All Filings in KEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,506 | 19,825 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $316,156 | 19,161 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $238,306 | 18,261 | Shares | Defined | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||