Position in EVRG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$14,520
+$1,004 QoQ
Shares Held
168
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#819
of 935 holders
Holding Since
Sep 2021
20 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, 2026PIN OAK INVESTMENT ADVISORS INC holds $559,503 across 13 Utilities - Regulated Electric names. EVRG ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
2,022 | $98,390 | |
| 2 | EXC |
Exelon Corp
|
1,692 | $78,881 | |
| 3 | ETR |
Entergy Corp /De/
|
674 | $77,415 | |
| 4 | NGG |
National Grid PLC
|
740 | $61,323 | |
| 5 | DUK |
Duke Energy CORP
|
472 | $59,745 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,005 | $44,260 | |
| 7 | AEP |
American Electric Power Co Inc
|
305 | $41,727 | |
| 8 | SO |
Southern Co
|
311 | $29,765 |
All Filings in EVRG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,520 | 168 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $13,516 | 165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,921 | 330 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,086 | 330 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $22,746 | 330 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22 | 660 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $40,623 | 660 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $40,926 | 660 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,960 | 660 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,230 | 660 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,452 | 660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,462 | 660 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $38,557 | 660 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $40,339 | 660 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $41,533 | 660 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $39,204 | 660 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,065 | 660 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,104 | 660 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $45,282 | 660 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $41,052 | 660 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||