MONETA GROUP INVESTMENT ADVISORS LLC

Position in EVRG — Evergy, Inc.

CIK 1120927 ST LOUIS, MO

Position in EVRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,950,715

+$218,031 QoQ

Shares Held

45,710

+0.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#229

of 935 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. EVRG ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	153,160	$17,313,206
2	EVRG	Evergy, Inc. This page	45,710	$3,950,715
3	NEE	Nextera Energy Inc	41,739	$3,663,432
4	CNP	Centerpoint Energy Inc	33,033	$1,454,773
5	DUK	Duke Energy CORP	10,291	$1,302,634
6	SO	Southern Co	8,353	$799,465
7	WEC	Wec Energy Group, Inc.	5,547	$647,723
8	AEP	American Electric Power Co Inc	4,538	$620,843

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,950,715	45,710	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$3,732,684	45,565	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$3,297,425	45,488	-3.2%	Shares	Sole	2026-02-12
2025-09-30	$3,570,811	46,972	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$3,227,785	46,827	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$3,216,793	46,654	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$2,884,602	46,866	-0.2%	Shares	Sole	2025-02-11
2024-09-30	$2,910,749	46,940	-58.7%	Shares	Sole	2024-11-12
2024-06-30	$6,015,008	113,555	-1.9%	Shares	Sole	2024-08-13
2024-03-31	$6,177,667	115,730	+1.9%	Shares	Sole	2024-08-13
2023-12-31	$5,925,952	113,524	-0.9%	Shares	Sole	2024-02-15
2023-09-30	$5,805,910	114,515	+7.0%	Shares	Sole	2023-11-15
2023-06-30	$6,250,414	106,991	+8.4%	Shares	Sole	2023-08-15
2023-03-31	$6,034,194	98,727	+25.5%	Shares	Sole	2023-05-15
2022-12-31	$4,948,563	78,636	+70.0%	Shares	Sole	2023-02-16
2022-09-30	$2,748,022	46,263	-6.2%	Shares	Sole	2022-11-14
2022-06-30	$3,217,020	49,303	+11.4%	Shares	Sole	2022-08-15
2022-03-31	$3,025,001	44,264	-0.0%	Shares	Sole	2022-05-11
2021-12-31	$3,037,021	44,265	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$2,735,991	43,987	+1.1%	Shares	Sole	2021-11-12
2021-06-30	$2,629,007	43,505	+3.0%	Shares	Sole	2021-08-13
2021-03-31	$2,514,011	42,231	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,344,020	42,227	+4.6%	Shares	Sole	2021-02-12
2020-09-30	$2,052,009	40,378	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.