Position in EVRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,581,762
+$931,196 QoQ
Shares Held
203,422
+0.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#108
of 938 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $124,813,818 across 17 Utilities - Regulated Electric names. EVRG ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
257,124 | $22,567,769 | |
| 2 | DUK |
Duke Energy CORP
|
169,854 | $21,500,119 | |
| 3 | EVRG |
Evergy, Inc.
This page
|
203,422 | $17,581,762 | |
| 4 | PCG |
PG&E Corp
|
684,453 | $11,512,498 | |
| 5 | NGG |
National Grid PLC
|
136,185 | $11,285,649 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
92,647 | $10,818,387 | |
| 7 | AEP |
American Electric Power Co Inc
|
67,385 | $9,218,937 | |
| 8 | D |
Dominion Energy, Inc
|
111,949 | $7,644,997 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,581,762 | 203,422 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $16,650,566 | 203,254 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $14,510,468 | 200,172 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $15,911,518 | 209,307 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $13,132,819 | 190,524 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $13,813,787 | 200,345 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $12,124,057 | 196,979 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $12,042,279 | 194,199 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $10,257,958 | 193,656 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $8,447,705 | 158,256 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $8,612,947 | 164,999 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,501,362 | 128,232 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $7,566,091 | 129,512 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $8,589,376 | 140,533 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $4,744,984 | 75,401 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $4,435,813 | 74,677 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,568,022 | 70,008 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,777,786 | 69,912 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $4,738,137 | 69,059 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $4,199,122 | 67,510 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $6,337,354 | 104,871 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $6,145,281 | 103,230 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $5,567,374 | 100,295 | 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. | ||||||