EverSource Wealth Advisors, LLC
Position in KEP — Korea Electric Power Corp
CIK 1710537
BIRMINGHAM, AL
Position in KEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$178,823
-$128,047 QoQ
Shares Held
14,779
-31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#96
of 169 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $17,091,594 across 40 Utilities - Regulated Electric names. KEP ranks #24 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in KEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,823 | 14,779 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $306,870 | 21,535 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $264,114 | 16,007 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,440 | 18,348 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $244,741 | 17,187 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $128,050 | 17,281 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,650 | 8,089 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,608 | 8,455 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $50,656 | 7,145 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $50,503 | 6,063 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $22,967 | 3,168 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,013 | 1,089 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,439 | 1,089 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,557 | 1,089 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,408 | 1,089 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $1,071 | 122 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,761 | 404 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,398 | 153 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||