Position in KEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,175,023
+$3,072,862 QoQ
Shares Held
573,686
+85.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. KEP ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in KEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,175,023 | 573,686 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,102,161 | 309,222 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,899,515 | 375,442 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $11,247 | 790 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,127 | 1,097 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $6,032 | 877 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $9,093 | 1,172 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $42,743 | 6,029 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $31,385 | 3,768 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $23,191 | 3,199 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $24,876 | 3,863 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,525 | 326 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,955,858 | 281,824 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $2,877,672 | 333,064 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,756,313 | 552,399 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,144,061 | 585,884 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,454,580 | 585,884 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $5,824,848 | 637,292 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,448,040 | 754,614 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,149,831 | 754,614 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,828,800 | 763,041 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,686,222 | 1,033,922 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,005,460 | 1,033,922 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,250,697 | 1,033,922 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $7,644,366 | 1,012,499 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||