Position in EVRG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$772,251
+$41,443 QoQ
Shares Held
8,935
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#443
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, 2026MOODY NATIONAL BANK TRUST DIVISION holds $12,199,530 across 15 Utilities - Regulated Electric names. EVRG ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,458 | $1,795,598 | |
| 2 | EIX |
Edison International
|
18,070 | $1,345,311 | |
| 3 | TXNM |
Txnm Energy Inc
|
21,338 | $1,211,571 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,763 | $1,198,865 | |
| 5 | OGE |
Oge Energy Corp.
|
20,781 | $1,011,203 | |
| 6 | CNP |
Centerpoint Energy Inc
|
22,950 | $1,010,717 | |
| 7 | DUK |
Duke Energy CORP
|
6,112 | $773,656 | |
| 8 | EVRG |
Evergy, Inc.
This page
|
8,935 | $772,251 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,251 | 8,935 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $730,808 | 8,921 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $638,128 | 8,803 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $845,570 | 11,123 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $779,873 | 11,314 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $791,545 | 11,480 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $705,731 | 11,466 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $735,499 | 11,861 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $486,528 | 9,185 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $467,875 | 8,765 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $464,579 | 8,900 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $866,716 | 17,095 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $815,134 | 13,953 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $839,177 | 13,730 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $857,609 | 13,628 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $811,522 | 13,662 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $537,268 | 8,234 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $850,901 | 12,451 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $967,538 | 14,102 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $3,452,659 | 55,509 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $3,358,517 | 55,577 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $3,318,023 | 55,737 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $3,092,738 | 55,715 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $2,831,435 | 55,715 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $3,303,342 | 55,715 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $3,067,110 | 55,715 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||