Position in KEP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$398,244
-$24,519 QoQ
Shares Held
27,947
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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 Mar 31, 2026PDS Planning, Inc holds $7,043,999 across 15 Utilities - Regulated Electric names. KEP ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,664 | $1,919,272 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,428 | $1,104,742 | |
| 3 | SO |
Southern Co
|
6,319 | $609,909 | |
| 4 | DUK |
Duke Energy CORP
|
4,232 | $554,138 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,254 | $425,311 | |
| 6 | KEP |
Korea Electric Power Corp
This page
|
27,947 | $398,244 | |
| 7 | NGG |
National Grid PLC
|
4,161 | $352,020 | |
| 8 | EXC |
Exelon Corp
|
5,646 | $276,766 |
All Filings in KEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,244 | 27,947 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $422,763 | 25,622 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $331,548 | 25,406 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $380,962 | 26,753 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $198,713 | 26,817 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $167,486 | 24,344 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $188,374 | 24,275 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $175,562 | 24,762 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $195,438 | 23,462 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $152,518 | 21,037 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $137,861 | 21,407 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $168,516 | 21,744 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $123,545 | 17,802 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $120,458 | 13,942 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $106,352 | 12,113 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||