OPPENHEIMER ASSET MANAGEMENT INC.

Position in EVRG — Evergy, Inc.

CIK 1269119 NEW YORK, NY

Position in EVRG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$16,650,566

+$2,140,098 QoQ

Shares Held

203,254

+1.5% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $124,687,149 across 17 Utilities - Regulated Electric names. EVRG ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	262,085	$24,342,452
2	DUK	Duke Energy CORP	170,388	$22,310,604
3	EVRG	Evergy, Inc. This page	203,254	$16,650,566
4	NGG	National Grid PLC	134,707	$11,396,212
5	PCG	PG&E Corp	620,567	$10,903,361
6	WEC	Wec Energy Group, Inc.	88,960	$10,298,896
7	AEP	American Electric Power Co Inc	63,266	$8,292,903
8	PPL	PPL Corp	192,636	$7,358,693

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,650,566	203,254	+1.5%	Shares	Other	2026-04-24
2025-12-31	$14,510,468	200,172	-4.4%	Shares	Other	2026-02-02
2025-09-30	$15,911,518	209,307	+9.9%	Shares	Other	2025-11-06
2025-06-30	$13,132,819	190,524	-4.9%	Shares	Other	2025-07-31
2025-03-31	$13,813,787	200,345	+1.7%	Shares	Other	2025-04-23
2024-12-31	$12,124,057	196,979	+1.4%	Shares	Other	2025-02-05
2024-09-30	$12,042,279	194,199	+0.3%	Shares	Other	2024-11-05
2024-06-30	$10,257,958	193,656	+22.4%	Shares	Other	2024-08-08
2024-03-31	$8,447,705	158,256	-4.1%	Shares	Other	2024-05-07
2023-12-31	$8,612,947	164,999	+28.7%	Shares	Other	2024-02-13
2023-09-30	$6,501,362	128,232	-1.0%	Shares	Other	2023-11-08
2023-06-30	$7,566,091	129,512	-7.8%	Shares	Other	2023-08-03
2023-03-31	$8,589,376	140,533	+86.4%	Shares	Other	2023-05-10
2022-12-31	$4,744,984	75,401	+1.0%	Shares	Other	2023-02-07
2022-09-30	$4,435,813	74,677	+6.7%	Shares	Other	2022-11-14
2022-06-30	$4,568,022	70,008	+0.1%	Shares	Other	2022-08-08
2022-03-31	$4,777,786	69,912	+1.2%	Shares	Other	2022-05-12
2021-12-31	$4,738,137	69,059	+2.3%	Shares	Other	2022-02-02
2021-09-30	$4,199,122	67,510	-35.6%	Shares	Other	2021-11-12
2021-06-30	$6,337,354	104,871	+1.6%	Shares	Other	2021-08-03
2021-03-31	$6,145,281	103,230	+2.9%	Shares	Other	2021-05-17
2020-12-31	$5,567,374	100,295	+0.8%	Shares	Other	2021-02-11
2020-09-30	$5,056,386	99,496	—	Shares	Other	2020-11-13
No filing history on record for this holder in this stock.