Position in EVRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$84,051,358
+$4,809,816 QoQ
Shares Held
972,479
+0.5% QoQ
Ownership
0.422%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#43
of 935 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $428,485,451 across 7 Utilities - Regulated Electric names. EVRG ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
972,479 | $84,051,358 | |
| 2 | LNT |
Alliant Energy Corp
|
1,099,030 | $83,844,997 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
682,599 | $79,707,084 | |
| 4 | CMS |
Cms Energy Corp
|
1,028,844 | $78,706,566 | |
| 5 | SO |
Southern Co
|
745,415 | $71,343,668 | |
| 6 | EXC |
Exelon Corp
|
624,620 | $29,119,784 | |
| 7 | DUK |
Duke Energy CORP
|
13,525 | $1,711,994 |
All Filings in EVRG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,051,358 | 972,479 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $79,241,542 | 967,304 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $55,674,783 | 768,034 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $53,227,985 | 700,184 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $39,085,651 | 567,034 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $40,283,691 | 584,245 | Shares | Defined | 2025-04-17 | |
| 2023-06-30 | $39,344,466 | 673,476 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $32,547,071 | 532,511 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $21,933,809 | 348,543 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $38,657,757 | 650,804 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $54,819,200 | 840,141 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $59,432,563 | 869,660 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $37,959,852 | 553,270 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $35,240,965 | 566,575 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $18,491,155 | 305,993 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $24,764,300 | 415,997 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $23,440,095 | 422,268 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $20,020,385 | 393,947 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $28,793,298 | 485,635 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,654,540 | 611,345 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||