Position in EVRG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$293,689
+$7,133 QoQ
Shares Held
3,398
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 933 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, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. EVRG ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,689 | 3,398 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $286,556 | 3,498 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $268,357 | 3,702 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $292,220 | 3,844 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $269,171 | 3,905 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $254,011 | 3,684 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $220,718 | 3,586 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $310,484 | 5,007 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $264,161 | 4,987 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $262,736 | 4,922 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $256,876 | 4,921 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $205,791 | 4,059 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $269,082 | 4,606 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $279,012 | 4,565 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $267,263 | 4,247 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $250,786 | 4,222 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $270,396 | 4,144 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $271,514 | 3,973 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $275,606 | 4,017 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $257,508 | 4,140 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $252,416 | 4,177 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $250,383 | 4,206 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $238,415 | 4,295 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $240,073 | 4,724 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $285,303 | 4,812 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $281,800 | 5,119 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||