Position in EVRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$396,454
+$19,704 QoQ
Shares Held
4,587
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#555
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, 2026D.A. DAVIDSON & CO. holds $174,202,184 across 24 Utilities - Regulated Electric names. EVRG ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,908 | $91,799,345 | |
| 2 | DUK |
Duke Energy CORP
|
217,905 | $27,582,414 | |
| 3 | SO |
Southern Co
|
107,859 | $10,323,184 | |
| 4 | D |
Dominion Energy, Inc
|
107,530 | $7,343,223 | |
| 5 | AEP |
American Electric Power Co Inc
|
51,879 | $7,097,565 | |
| 6 | EIX |
Edison International
|
69,677 | $5,187,452 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,585 | $4,272,030 | |
| 8 | AEE |
Ameren Corp
|
37,501 | $4,239,113 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,454 | 4,587 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $376,750 | 4,599 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $291,264 | 4,018 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $304,384 | 4,004 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $257,453 | 3,735 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $262,147 | 3,802 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $233,766 | 3,798 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $235,327 | 3,795 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $213,257 | 4,026 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $221,633 | 4,152 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $220,231 | 4,219 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $207,413 | 4,091 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $238,820 | 4,088 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $249,675 | 4,085 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $254,614 | 4,046 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $244,549 | 4,117 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $264,588 | 4,055 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $276,093 | 4,040 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $272,313 | 3,969 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $238,661 | 3,837 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $353,334 | 5,847 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $368,490 | 6,190 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $259,453 | 4,674 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $267,923 | 5,272 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $289,275 | 4,879 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $377,477 | 6,857 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||