Position in EVRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$33,177,624
+$1,839,374 QoQ
Shares Held
383,867
+0.3% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#87
of 935 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GW HENSSLER & ASSOCIATES LTD holds $174,003,988 across 11 Utilities - Regulated Electric names. EVRG ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
301,784 | $41,287,069 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
383,867 | $33,177,624 | |
| 3 | SO |
Southern Co
|
343,576 | $32,883,658 | |
| 4 | D |
Dominion Energy, Inc
|
341,049 | $23,290,236 | |
| 5 | ETR |
Entergy Corp /De/
|
201,616 | $23,157,613 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
225,007 | $18,261,568 | |
| 7 | DUK |
Duke Energy CORP
|
6,830 | $864,541 | |
| 8 | NEE |
Nextera Energy Inc
|
3,584 | $314,567 |
All Filings in EVRG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,177,624 | 383,867 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $31,338,250 | 382,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,574,108 | 380,385 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,460,790 | 387,540 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $26,546,321 | 385,120 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $22,300,734 | 362,319 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,675,878 | 365,681 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $19,005,741 | 358,802 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $18,591,079 | 348,278 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,634,592 | 242,042 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,920,408 | 314,012 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $17,969,115 | 307,585 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $18,238,330 | 298,402 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $13,300,003 | 211,346 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,801,114 | 232,342 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $13,220,824 | 202,618 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||