Position in EVRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,262,823
-$76,238 QoQ
Shares Held
26,181
-8.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#296
of 935 holders
Holding Since
Mar 2022
16 quarters on record
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $68,737,390 across 27 Utilities - Regulated Electric names. EVRG ranks #12 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,232 | $9,938,372 | |
| 2 | DUK |
Duke Energy CORP
|
63,537 | $8,042,513 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
55,424 | $6,471,860 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,113 | $5,077,429 | |
| 5 | DTE |
Dte Energy Co
|
31,523 | $4,803,159 | |
| 6 | SO |
Southern Co
|
43,388 | $4,152,665 | |
| 7 | NGG |
National Grid PLC
|
41,097 | $3,405,708 | |
| 8 | ETR |
Entergy Corp /De/
|
29,471 | $3,385,039 |
All Filings in EVRG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,823 | 26,181 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,339,061 | 28,553 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,659,731 | 22,896 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,690,304 | 22,235 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,312,013 | 19,034 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $618,205 | 8,966 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $480,705 | 7,810 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $409,390 | 6,602 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $365,016 | 6,891 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $329,568 | 6,174 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $386,384 | 7,402 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $331,628 | 6,541 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $412,254 | 6,551 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $357,112 | 6,012 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $288,078 | 4,415 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $233,312 | 3,414 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||