Position in KEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$306,251
-$777,504 QoQ
Shares Held
25,310
-66.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 169 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026STIFEL FINANCIAL CORP holds $1,147,113,185 across 32 Utilities - Regulated Electric names. KEP ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in KEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,251 | 25,310 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||