Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,426,401
+$449,526 QoQ
Shares Held
109,064
-0.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 935 holders
Holding Since
Mar 2020
26 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, 2026CANADA LIFE ASSURANCE Co holds $1,141,959,989 across 33 Utilities - Regulated Electric names. EVRG ranks #22 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
4,606,559 | $214,757,780 | |
| 2 | NEE |
Nextera Energy Inc
|
1,782,788 | $156,475,302 | |
| 3 | EIX |
Edison International
|
1,174,625 | $87,450,831 | |
| 4 | ED |
Consolidated Edison Inc
|
626,762 | $69,338,680 | |
| 5 | DUK |
Duke Energy CORP
|
483,657 | $61,221,303 | |
| 6 | PCG |
PG&E Corp
|
3,370,580 | $56,693,155 | |
| 7 | ES |
Eversource Energy
|
714,545 | $51,640,167 | |
| 8 | SO |
Southern Co
|
532,507 | $50,966,244 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,426,401 | 109,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,976,875 | 109,581 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,087,201 | 111,563 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,515,456 | 112,016 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,760,070 | 112,579 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,670,342 | 111,245 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,321,554 | 102,706 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,785,098 | 93,293 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,559,180 | 86,071 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,346,327 | 100,156 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,466,540 | 104,723 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,277,920 | 104,101 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,073,226 | 103,958 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,564,960 | 107,411 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,875,291 | 109,253 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,008,012 | 117,980 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,748,698 | 118,754 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,313,287 | 121,646 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,991,203 | 131,048 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,328,828 | 133,904 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,901,580 | 147,304 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $8,737,039 | 146,767 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,311,845 | 149,736 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,830,904 | 154,091 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $10,188,867 | 171,848 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $10,807,800 | 196,327 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||