EVERGREEN CAPITAL MANAGEMENT LLC

Position in EVRG — Evergy, Inc.

CIK 1260824 Bellevue, WA

Position in EVRG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$745,976

-$34,967 QoQ

Shares Held

8,631

-9.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#451

of 935 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. EVRG ranks #13 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	402,064	$6,762,715
2	NEE	Nextera Energy Inc	28,972	$2,542,871
3	DUK	Duke Energy CORP	18,500	$2,341,729
4	SO	Southern Co	22,483	$2,151,847
5	ED	Consolidated Edison Inc	12,941	$1,431,662
6	EIX	Edison International	18,761	$1,396,756
7	AEP	American Electric Power Co Inc	9,886	$1,352,503
8	EXC	Exelon Corp	27,140	$1,265,266

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$745,976	8,631	-9.5%	Shares	Sole	2026-07-23
2026-03-31	$780,943	9,533	+4.7%	Shares	Other	2026-05-14
2025-12-31	$659,803	9,102	+0.4%	Shares	Other	2026-01-27
2025-09-30	$689,501	9,070	0.0%	Shares	Other	2025-10-28
2025-06-30	$625,194	9,070	+5.3%	Shares	Other	2025-08-14
2025-03-31	$593,658	8,610	+12.7%	Shares	Other	2025-05-15
2024-12-31	$470,056	7,637	+1.0%	Shares	Sole	2025-02-13
2024-09-30	$468,795	7,560	0.0%	Shares	Sole	2024-11-14
2024-06-30	$400,452	7,560	+17.0%	Shares	Other	2024-08-14
2024-03-31	$344,941	6,462	+30.1%	Shares	Other	2024-05-15
2023-12-31	$259,329	4,968	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.