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Root Financial Partners’s Korea Electric Power KEP Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-119
Closed -$1.7K – 1877
2026
Q1 		$1.7K Buy
119
+33
+38% +$625 ﹤0.01% 2385
2025
Q4 		$1.42K Buy
+86
New +$1.36K ﹤0.01% 2046

Other funds holding KEP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's KEP Position: Q2 2026 in Review

Root Financial Partners sold out of Korea Electric Power (KEP) in Q2 2026, closing a stake of 119 shares — an estimated $1.7K sold.

Root Financial Partners first reported a position in KEP in Q4 2025 and held it in 2 quarters. The position peaked at $1.7K in Q1 2026. 170 funds tracked by Wall St. Rank hold KEP as of Q2 2026.

  • Root Financial Partners reported no remaining Korea Electric Power position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 119 Korea Electric Power shares in Q2 2026, an estimated $1.7K.
  • Root Financial Partners first reported a position in Korea Electric Power in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Korea Electric Power position peaked at $1.7K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Korea Electric Power as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.