CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Position in EVRG — Evergy, Inc.

CIK 1033984 RADNOR, PA

Back to EVRG Full portfolio

Position in EVRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$153,626,645

+$39,787,173 QoQ

Shares Held

1,777,469

+27.9% QoQ

Ownership

0.771%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

#26

of 935 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Common Shares in EVRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $1,447,917,088 across 16 Utilities - Regulated Electric names. EVRG ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	2,692,983	$216,246,534
2	AEP	American Electric Power Co Inc	1,554,554	$212,678,532
3	PPL	PPL Corp	5,283,738	$192,063,875
4	EVRG	Evergy, Inc. This page	1,777,469	$153,626,645
5	SO	Southern Co	1,496,314	$143,212,212
6	PCG	PG&E Corp	7,091,740	$119,283,066
7	WEC	Wec Energy Group, Inc.	1,003,363	$117,162,697
8	PEG	Public Service Enterprise Group Inc	1,199,814	$97,376,903

All Filings in EVRG

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$153,626,645	1,777,469	+27.9%	Shares	Sole	2026-08-14
2026-03-31	$113,839,472	1,389,642	+49.1%	Shares	Defined	2026-05-14
2025-06-30	$64,231,800	931,841	+10.2%	Shares	Defined	2025-08-06
2025-03-31	$58,282,469	845,286	-30.0%	Shares	Defined	2025-05-14
2024-12-31	$74,341,813	1,207,828	+9.8%	Shares	Defined	2025-02-06
2024-09-30	$68,243,431	1,100,523	+103.5%	Shares	Defined	2024-11-14
2024-06-30	$28,645,381	540,785	—	Shares	Defined	2024-08-13
No filing history on record for this holder in this stock.