Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Korea Electric Power KEP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KEP Stock Details KEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$414K Sell
29,074
-357
-1% -$6.76K ﹤0.01% 2144
2025
Q4 		$486K Buy
29,431
+17,047
+138% +$270K ﹤0.01% 1943
2025
Q3 		$162K Buy
12,384
+1,483
+14% +$20.2K ﹤0.01% 2605
2025
Q2 		$155K Sell
10,901
-889
-8% -$8.83K ﹤0.01% 2385
2025
Q1 		$87K Sell
11,790
-2
-0% -$15 ﹤0.01% 2537
2024
Q4 		$81K Sell
11,792
-26
-0.2% -$203 ﹤0.01% 2430
2024
Q3 		$92K Sell
11,818
-6
-0.1% -$46 ﹤0.01% 2250
2024
Q2 		$84K Buy
11,824
+1,404
+13% +$10.6K ﹤0.01% 2093
2024
Q1 		$87K Buy
10,420
+1,009
+11% +$8.16K ﹤0.01% 1956
2023
Q4 		$68K Sell
9,411
-113
-1% -$763 ﹤0.01% 1994
2023
Q3 		$61K Buy
9,524
+1,457
+18% +$10.3K ﹤0.01% 1945
2023
Q2 		$63K Buy
8,067
+1,103
+16% +$7.92K ﹤0.01% 1834
2023
Q1 		$48K Buy
6,964
+2,056
+42% +$15.2K ﹤0.01% 1901
2022
Q4 		$42K Buy
4,908
+1,274
+35% +$9.06K ﹤0.01% 1843
2022
Q3 		$25K Buy
3,634
+900
+33% +$7.07K ﹤0.01% 2086
2022
Q2 		$24K Buy
2,734
+899
+49% +$7.97K ﹤0.01% 2009
2022
Q1 		$17K Buy
1,835
+1,562
+572% +$14.5K ﹤0.01% 2179
2021
Q4 		$2K Buy
+273
New +$2.58K ﹤0.01% 3138
2019
Q1 		– Sell
-53
Closed -$1K – 3123
2018
Q4 		$1K Hold
53
– – ﹤0.01% 1922
2018
Q3 		$1K Sell
53
-94
-64% -$1.28K ﹤0.01% 1690
2018
Q2 		$2K Buy
147
+94
+177% +$1.52K ﹤0.01% 1390
2018
Q1 		$1K Hold
53
– – ﹤0.01% 1288
2017
Q4 		$1K Hold
53
– – ﹤0.01% 1369
2017
Q3 		$1K Hold
53
– – ﹤0.01% 1386
2017
Q2 		$1K Hold
53
– – ﹤0.01% 1104
2017
Q1 		$1K Buy
+53
New +$994 ﹤0.01% 1070

Other funds holding KEP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KEP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Korea Electric Power (KEP) stake by 1.2% in Q1 2026, selling an estimated $6.76K and leaving 29,074 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Carson Wealth (CWM LLC) first reported a position in KEP in Q1 2017 and has held it in 26 quarters since. The position peaked at $486K in Q4 2025. 184 funds tracked by Wall St. Rank hold KEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,074 shares of Korea Electric Power worth $414K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 357 Korea Electric Power shares in Q1 2026, an estimated $6.76K.
  • Korea Electric Power made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2144 holding.
  • Carson Wealth (CWM LLC) first reported a position in Korea Electric Power in Q1 2017 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Korea Electric Power position peaked at $486K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Korea Electric Power as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.