Position in KEP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$635,051
-$60,226 QoQ
Shares Held
44,565
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Sanctuary Advisors, LLC holds $215,956,299 across 28 Utilities - Regulated Electric names. KEP ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
587,643 | $54,580,281 | |
| 2 | SO |
Southern Co
|
402,801 | $38,878,352 | |
| 3 | DUK |
Duke Energy CORP
|
213,324 | $27,932,644 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
111,726 | $12,934,519 | |
| 5 | ETR |
Entergy Corp /De/
|
113,162 | $12,714,882 | |
| 6 | D |
Dominion Energy, Inc
|
203,949 | $12,608,127 | |
| 7 | ES |
Eversource Energy
|
118,262 | $8,193,191 | |
| 8 | ED |
Consolidated Edison Inc
|
49,801 | $5,636,477 |
All Filings in KEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $635,051 | 44,565 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $695,277 | 42,138 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $860,216 | 65,917 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $982,061 | 68,965 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $562,633 | 75,929 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $491,135 | 71,386 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||