Position in EVRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,788,836
+$155,682 QoQ
Shares Held
32,267
+0.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#275
of 935 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $175,404,995 across 24 Utilities - Regulated Electric names. EVRG ranks #22 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
310,549 | $27,256,885 | |
| 2 | D |
Dominion Energy, Inc
|
251,557 | $17,178,827 | |
| 3 | SO |
Southern Co
|
157,040 | $15,030,298 | |
| 4 | DUK |
Duke Energy CORP
|
108,609 | $13,747,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
75,783 | $10,367,872 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
128,309 | $9,189,490 | |
| 7 | ETR |
Entergy Corp /De/
|
63,871 | $7,336,223 | |
| 8 | EXC |
Exelon Corp
|
152,644 | $7,116,263 |
All Filings in EVRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,788,836 | 32,267 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,633,154 | 32,143 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,300,035 | 31,729 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,409,681 | 31,698 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,188,941 | 31,756 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,111,800 | 30,628 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,886,384 | 30,648 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,886,468 | 30,422 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,664,052 | 31,415 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,666,095 | 31,212 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,691,801 | 32,410 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,655,557 | 32,654 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,894,559 | 32,430 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,979,493 | 32,387 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,033,331 | 32,311 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,917,135 | 32,275 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,099,940 | 32,183 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||