Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,974,473
+$1,558,985 QoQ
Shares Held
69,125
+28.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#193
of 935 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $132,019,175 across 5 Utilities - Regulated Electric names. EVRG ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
1,121,956 | $80,354,488 | |
| 2 | POR |
Portland General Electric Co /Or/
|
711,771 | $36,891,090 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
66,090 | $7,071,630 | |
| 4 | EVRG |
Evergy, Inc.
This page
|
69,125 | $5,974,473 | |
| 5 | ETR |
Entergy Corp /De/
|
15,040 | $1,727,494 |
All Filings in EVRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,974,473 | 69,125 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,415,488 | 53,900 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,015,946 | 55,400 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,728,400 | 49,045 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $567,638 | 8,235 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||