Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$341,312
+$13,387 QoQ
Shares Held
3,949
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#581
of 935 holders
Holding Since
Mar 2020
23 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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. EVRG ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,312 | 3,949 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $327,925 | 4,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,374 | 4,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $236,042 | 3,105 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $225,401 | 3,270 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $279,523 | 4,054 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $365,976 | 5,946 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $355,689 | 5,736 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $324,282 | 6,122 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $344,407 | 6,452 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $358,248 | 6,863 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $353,379 | 6,970 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $419,630 | 7,183 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $465,428 | 7,615 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $503,565 | 8,002 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $483,219 | 8,135 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $499,684 | 7,658 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $532,573 | 7,793 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $429,978 | 6,267 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $312,181 | 5,019 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $285,108 | 4,718 | Shares | Sole | 2021-10-21 | |
| 2020-06-30 | $1,291,573 | 21,784 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,230,037 | 22,344 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||