Position in KEP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10,025,615
-$1,590,351 QoQ
Shares Held
703,552
-0.1% QoQ
Ownership
0.055%
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 92%
Shared 8%
None 0%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. KEP ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in KEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,025,615 | 703,552 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,615,966 | 703,998 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,071,263 | 695,116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,659,403 | 678,329 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,790,764 | 646,527 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,159,350 | 604,557 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,880,162 | 628,887 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,593,014 | 647,816 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,391,999 | 647,299 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,678,257 | 645,277 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,480,564 | 695,740 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,468,515 | 705,615 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,279,012 | 760,665 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,588,327 | 762,538 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,954,031 | 875,593 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,926,916 | 902,838 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,325,979 | 894,305 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,042,669 | 879,942 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $8,817,532 | 893,367 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,539,024 | 883,243 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,314,920 | 907,887 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,383,762 | 927,772 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $8,239,851 | 946,022 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,621,961 | 955,133 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,494,650 | 992,669 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||