COLDSTREAM CAPITAL MANAGEMENT INC

Position in EVRG — Evergy, Inc.

CIK 1082339 BELLEVUE, WA

Position in EVRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$814,084

+$182,481 QoQ

Shares Held

9,419

+22.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#429

of 935 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Utilities · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $39,375,439 across 28 Utilities - Regulated Electric names. EVRG ranks #13 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	86,596	$7,600,530
2	DUK	Duke Energy CORP	51,809	$6,557,983
3	LNT	Alliant Energy Corp	37,870	$2,889,102
4	SO	Southern Co	29,930	$2,864,600
5	ETR	Entergy Corp /De/	16,283	$1,870,265
6	D	Dominion Energy, Inc	25,932	$1,770,896
7	AEP	American Electric Power Co Inc	11,949	$1,634,742
8	XEL	Xcel Energy Inc	18,636	$1,496,470

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$814,084	9,419	+22.2%	Shares	Sole	2026-08-14
2026-03-31	$631,603	7,710	+11.2%	Shares	Sole	2026-05-08
2025-12-31	$502,790	6,936	-7.2%	Shares	Sole	2026-02-09
2025-09-30	$568,021	7,472	+12.3%	Shares	Sole	2025-11-19
2025-06-30	$458,660	6,654	-1.2%	Shares	Sole	2025-08-12
2025-03-31	$464,378	6,735	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$408,138	6,631	-11.0%	Shares	Sole	2025-02-14
2024-09-30	$461,912	7,449	+2.1%	Shares	Sole	2024-11-18
2024-06-30	$386,363	7,294	+2.9%	Shares	Sole	2024-08-07
2024-03-31	$378,517	7,091	+36.1%	Shares	Sole	2024-05-14
2023-12-31	$271,962	5,210	+32.9%	Shares	Sole	2024-02-09
2023-06-30	$228,947	3,919	+3.6%	Shares	Sole	2023-08-03
2023-03-31	$231,216	3,783	+8.0%	Shares	Sole	2023-05-15
2022-12-31	$220,443	3,503	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.