Position in KEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$215,016
-$50,846 QoQ
Shares Held
17,770
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#91
of 169 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. KEP ranks #26 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,527 | $6,453,464 | |
| 2 | DUK |
Duke Energy CORP
|
22,987 | $2,909,693 | |
| 3 | SO |
Southern Co
|
23,995 | $2,296,561 | |
| 4 | ETR |
Entergy Corp /De/
|
16,691 | $1,917,128 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,245 | $1,538,427 | |
| 6 | NGG |
National Grid PLC
|
15,019 | $1,244,623 | |
| 7 | D |
Dominion Energy, Inc
|
14,575 | $995,326 | |
| 8 | LNT |
Alliant Energy Corp
|
11,769 | $897,856 |
All Filings in KEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,016 | 17,770 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $265,862 | 18,657 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $350,971 | 21,271 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $227,109 | 17,403 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $239,189 | 16,797 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $119,338 | 16,105 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $96,595 | 14,040 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $105,784 | 13,632 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $84,569 | 11,928 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $115,412 | 13,855 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $92,104 | 12,704 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||