Corient Private Wealth
KEP icon

Corient Private Wealth’s Korea Electric Power KEP Stock Holding History

Corient Private Wealth’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 		$2.44M Sell
171,855
-133,845
-44% -$2.53M ﹤0.01% 1160
2025
Q4 		$5.02M Buy
305,700
+152,810
+100% +$2.42M ﹤0.01% 1053
2025
Q3 		$2M Sell
152,890
-227
-0.1% -$3.09K ﹤0.01% 1063
2025
Q2 		$2.18M Buy
153,117
+2,437
+2% +$24.2K ﹤0.01% 1005
2025
Q1 		$1.12M Sell
150,680
-4,015
-3% -$29.6K ﹤0.01% 1226
2024
Q4 		$1.06M Sell
154,695
-5,142
-3% -$40.2K ﹤0.01% 1294
2024
Q3 		$1.24M Buy
159,837
+7,653
+5% +$58.1K ﹤0.01% 1304
2024
Q2 		$1.08M Buy
152,184
+15,868
+12% +$119K ﹤0.01% 1293
2024
Q1 		$1.14M Buy
136,316
+24,637
+22% +$199K ﹤0.01% 1270
2023
Q4 		$810K Buy
111,679
+1,954
+2% +$13.2K ﹤0.01% 1374
2023
Q3 		$710K Buy
109,725
+1,482
+1% +$10.5K ﹤0.01% 1314
2023
Q2 		$838K Sell
108,243
-34,669
-24% -$249K ﹤0.01% 1221
2023
Q1 		$992K Buy
142,912
+108,337
+313% +$801K ﹤0.01% 1092
2022
Q4 		$299K Buy
+34,575
New +$246K ﹤0.01% 1336

Other funds holding KEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return