Position in EVRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,129,466
+$54,103 QoQ
Shares Held
13,068
-0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#382
of 935 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NICOLET BANKSHARES INC holds $34,145,243 across 12 Utilities - Regulated Electric names. EVRG ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
160,285 | $18,716,477 | |
| 2 | NEE |
Nextera Energy Inc
|
49,025 | $4,302,923 | |
| 3 | LNT |
Alliant Energy Corp
|
53,715 | $4,097,917 | |
| 4 | DUK |
Duke Energy CORP
|
12,407 | $1,570,477 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
13,068 | $1,129,466 | |
| 6 | SO |
Southern Co
|
9,315 | $891,538 | |
| 7 | XEL |
Xcel Energy Inc
|
10,804 | $867,561 | |
| 8 | D |
Dominion Energy, Inc
|
11,064 | $755,559 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,466 | 13,068 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,075,363 | 13,127 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $579,920 | 8,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $608,160 | 8,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $551,440 | 8,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $551,600 | 8,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $492,400 | 8,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $496,080 | 8,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,760 | 8,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $427,040 | 8,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $417,600 | 8,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $405,600 | 8,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $467,360 | 8,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $488,960 | 8,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $503,440 | 8,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $475,200 | 8,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $522,000 | 8,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $546,720 | 8,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $548,880 | 8,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $497,600 | 8,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $483,440 | 8,000 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $476,240 | 8,000 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $444,080 | 8,000 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $406,560 | 8,000 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||