Position in KEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$432,175
-$405,839 QoQ
Shares Held
35,717
-39.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#71
of 169 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. KEP ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
62,992 | $5,444,398 | |
| 2 | ED |
Consolidated Edison Inc
|
41,488 | $4,589,817 | |
| 3 | DTE |
Dte Energy Co
|
29,060 | $4,427,872 | |
| 4 | DUK |
Duke Energy CORP
|
23,397 | $2,961,592 | |
| 5 | CMS |
Cms Energy Corp
|
34,813 | $2,663,194 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
31,733 | $2,575,450 | |
| 7 | PPL |
PPL Corp
|
57,691 | $2,097,067 | |
| 8 | AEE |
Ameren Corp
|
18,370 | $2,076,544 |
All Filings in KEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,175 | 35,717 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $838,014 | 58,808 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $659,604 | 39,976 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $184,318 | 14,124 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $630,561 | 44,281 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||