Position in EVRG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$329,400
-$284 QoQ
Shares Held
4,021
-11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $434,288,808 across 15 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
694,109 | $79,725,359 | |
| 2 | AEP |
American Electric Power Co Inc
|
480,647 | $65,757,316 | |
| 3 | LNT |
Alliant Energy Corp
|
779,402 | $59,460,578 | |
| 4 | XEL |
Xcel Energy Inc
|
719,761 | $57,796,808 | |
| 5 | SO |
Southern Co
|
590,329 | $56,500,388 | |
| 6 | DTE |
Dte Energy Co
|
359,714 | $54,809,622 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,018,398 | $44,850,247 | |
| 8 | FE |
Firstenergy Corp
|
84,849 | $4,033,721 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,400 | 4,021 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $329,684 | 4,548 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $345,738 | 4,548 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $321,489 | 4,664 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $340,130 | 4,933 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $340,494 | 5,532 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $357,363 | 5,763 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $327,725 | 6,187 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $371,898 | 6,967 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,939,509 | 611,868 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $30,999,146 | 611,423 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $34,455,473 | 589,789 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $35,440,004 | 579,843 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $35,710,950 | 567,471 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $32,840,299 | 552,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,627,739 | 546,019 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $35,975,064 | 526,413 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $35,387,459 | 515,777 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $31,341,522 | 503,883 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $29,821,963 | 493,496 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $28,166,083 | 473,141 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,973,338 | 449,889 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $20,908,110 | 411,415 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,454,293 | 395,586 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $21,306,607 | 387,041 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||