Position in EVRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$121,159,129
+$929,487 QoQ
Shares Held
1,401,818
-4.5% QoQ
Ownership
0.608%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#31
of 935 holders
Holding Since
Mar 2020
25 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, 2026FIRST TRUST ADVISORS LP holds $3,076,220,605 across 38 Utilities - Regulated Electric names. EVRG ranks #10 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,982,053 | $250,888,268 | |
| 2 | SO |
Southern Co
|
2,431,833 | $232,750,736 | |
| 3 | D |
Dominion Energy, Inc
|
2,779,382 | $189,803,996 | |
| 4 | EXC |
Exelon Corp
|
3,659,750 | $170,617,545 | |
| 5 | ED |
Consolidated Edison Inc
|
1,461,379 | $161,672,358 | |
| 6 | ES |
Eversource Energy
|
2,066,768 | $149,365,323 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,672,030 | $135,701,954 | |
| 8 | EIX |
Edison International
|
1,718,849 | $127,968,308 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,159,129 | 1,401,818 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $120,229,642 | 1,467,647 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $137,558,763 | 1,897,624 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $150,424,802 | 1,978,753 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $139,888,746 | 2,029,432 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $143,222,940 | 2,077,200 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $85,489,072 | 1,388,937 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $88,411,687 | 1,425,765 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $79,839,668 | 1,507,262 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $106,227,481 | 1,990,024 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $109,403,422 | 2,095,851 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $104,732,663 | 2,065,733 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $117,838,514 | 2,017,092 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $104,442,833 | 1,708,816 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $105,128,340 | 1,670,560 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $93,832,635 | 1,579,674 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $113,309,496 | 1,736,544 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $113,359,111 | 1,658,752 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $111,534,748 | 1,625,634 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $81,805,502 | 1,315,201 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $79,851,994 | 1,341,374 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $78,291,192 | 1,410,398 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $63,559,862 | 1,250,686 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $71,098,433 | 1,199,164 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $81,945,503 | 1,488,565 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||