MAI Capital Management

Position in EVRG — Evergy, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in EVRG

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

Position Value

$907,082

+$716,373 QoQ

Shares Held

10,495

+350.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#409

of 935 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. EVRG ranks #16 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	242,161	$23,177,228
2	NEE	Nextera Energy Inc	234,271	$20,561,965
3	AEP	American Electric Power Co Inc	65,868	$9,011,400
4	DUK	Duke Energy CORP	47,112	$5,963,436
5	PEG	Public Service Enterprise Group Inc	38,528	$3,126,931
6	D	Dominion Energy, Inc	45,400	$3,100,365
7	PCG	PG&E Corp	175,129	$2,945,669
8	ED	Consolidated Edison Inc	21,120	$2,336,505

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$907,082	10,495	+350.8%	Shares	Sole	2026-08-14
2026-03-31	$190,709	2,328	+41.6%	Shares	Sole	2026-05-15
2025-12-31	$119,173	1,644	+77.3%	Shares	Sole	2026-02-13
2025-09-30	$70,470	927	+15.9%	Shares	Sole	2025-11-10
2025-06-30	$55,144	800	+40.6%	Shares	Sole	2025-08-12
2025-03-31	$39,232	569	-50.9%	Shares	Sole	2025-05-15
2024-12-31	$71,274	1,158	-61.1%	Shares	Sole	2025-02-14
2022-03-31	$203,448	2,977	-10.6%	Shares	Sole	2022-05-10
2021-12-31	$228,402	3,329	-12.1%	Shares	Sole	2022-02-11
2020-06-30	$224,531	3,787	-21.1%	Shares	Sole	2020-07-27
2020-03-31	$264,350	4,802	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.