STEEL GROVE CAPITAL ADVISORS, LLC

Position in EVRG — Evergy, Inc.

CIK 1166308 MEMPHIS, TN

Position in EVRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,131,363

+$123,832 QoQ

Shares Held

24,660

+0.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#302

of 935 holders

Holding Since

Mar 2023

14 quarters on record

Utilities · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $6,673,180 across 5 Utilities - Regulated Electric names. EVRG ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc. This page	24,660	$2,131,363
2	ES	Eversource Energy	26,692	$1,929,030
3	D	Dominion Energy, Inc	27,876	$1,903,652
4	DUK	Duke Energy CORP	3,300	$417,714
5	EXC	Exelon Corp	6,251	$291,421

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,131,363	24,660	+0.6%	Shares	Sole	2026-07-28
2026-03-31	$2,007,531	24,506	+5.8%	Shares	Sole	2026-05-07
2025-12-31	$1,679,593	23,170	-16.0%	Shares	Sole	2026-02-09
2025-09-30	$2,097,619	27,593	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,901,985	27,593	-6.7%	Shares	Sole	2025-07-30
2025-03-31	$2,039,196	29,575	+1.3%	Shares	Sole	2025-04-21
2024-12-31	$1,797,444	29,203	-3.5%	Shares	Sole	2025-02-14
2024-09-30	$1,877,476	30,277	-3.0%	Shares	Sole	2024-11-07
2024-06-30	$1,653,140	31,209	+3.8%	Shares	Sole	2024-08-14
2024-03-31	$1,604,762	30,063	+371.2%	Shares	Sole	2024-05-15
2023-12-31	$333,036	6,380	-78.3%	Shares	Sole	2024-01-18
2023-09-30	$1,492,506	29,438	-2.9%	Shares	Sole	2023-10-10
2023-06-30	$1,770,534	30,307	+0.0%	Shares	Sole	2023-07-13
2023-03-31	$1,852,302	30,306	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.