Position in KEP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,083,755
-$94,642 QoQ
Shares Held
76,053
+6.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,108,434,521 across 33 Utilities - Regulated Electric names. KEP ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,849,628 | $264,673,445 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,234,259 | $142,890,160 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,004,345 | $131,649,541 | |
| 4 | DUK |
Duke Energy CORP
|
808,403 | $105,852,285 | |
| 5 | SO |
Southern Co
|
1,055,529 | $101,879,656 | |
| 6 | ES |
Eversource Energy
|
430,361 | $29,815,408 | |
| 7 | ETR |
Entergy Corp /De/
|
255,940 | $28,757,416 | |
| 8 | PPL |
PPL Corp
|
737,511 | $28,172,919 |
All Filings in KEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,083,755 | 76,053 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,178,397 | 71,418 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $910,328 | 69,757 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $306,231 | 21,505 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $135,232 | 18,250 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $101,136 | 14,700 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $95,836 | 12,350 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||