Position in EVRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$401,899
-$14,090 QoQ
Shares Held
4,650
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#554
of 935 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. EVRG ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in EVRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,899 | 4,650 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $415,989 | 5,078 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $270,967 | 3,738 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||