PDS Planning’s Korea Electric Power KEP Stock Holding History

PDS Planning’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	$398K	Buy	27,947 +2,325	+9%	+$44K	0.03%	314
2025 Q4	$423K	Buy	25,622 +216	+0.9%	+$3.42K	0.03%	294
2025 Q3	$332K	Sell	25,406 -1,347	-5%	-$18.4K	0.02%	342
2025 Q2	$381K	Sell	26,753 -64	-0.2%	-$635	0.03%	299
2025 Q1	$199K	Buy	26,817 +2,473	+10%	+$18.3K	0.02%	442
2024 Q4	$167K	Buy	24,344 +69	+0.3%	+$540	0.01%	410
2024 Q3	$188K	Sell	24,275 -487	-2%	-$3.7K	0.02%	411
2024 Q2	$176K	Buy	24,762 +1,300	+6%	+$9.78K	0.02%	366
2024 Q1	$195K	Buy	23,462 +2,425	+12%	+$19.6K	0.02%	364
2023 Q4	$153K	Sell	21,037 -370	-2%	-$2.5K	0.02%	342
2023 Q3	$138K	Sell	21,407 -337	-2%	-$2.39K	0.02%	318
2023 Q2	$169K	Buy	21,744 +3,942	+22%	+$28.3K	0.02%	315
2023 Q1	$124K	Buy	17,802 +3,860	+28%	+$28.5K	0.02%	282
2022 Q4	$120K	Buy	+13,942	New	+$99.2K	0.02%	212
2022 Q3	–	Sell	-12,113	Closed	-$106K	–	218
2022 Q2	$106K	Buy	+12,113	New	+$107K	0.02%	201

Other funds holding KEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return