Position in EVRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$22,022,277
+$725,126 QoQ
Shares Held
254,799
-2.0% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 935 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. EVRG ranks #24 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,022,277 | 254,799 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $21,297,151 | 259,975 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $19,502,926 | 269,043 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $19,976,839 | 262,784 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $18,359,505 | 266,350 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $18,889,472 | 273,959 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $17,013,158 | 276,412 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $17,250,995 | 278,197 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $13,751,117 | 259,602 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $15,293,209 | 286,497 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,590,578 | 279,513 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $14,378,824 | 283,606 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $16,559,324 | 283,453 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $18,374,260 | 300,626 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $18,568,124 | 295,060 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $18,103,991 | 304,781 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,845,439 | 288,819 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,432,155 | 298,978 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $19,655,872 | 286,487 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,357,769 | 295,141 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $17,379,244 | 287,593 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $16,510,466 | 277,347 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $18,694,434 | 336,776 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $18,429,668 | 362,646 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $20,377,972 | 343,700 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $18,715,733 | 339,977 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||