Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,946,220
+$529,501 QoQ
Shares Held
45,658
+9.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#230
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisors Asset Management, Inc. holds $127,029,900 across 32 Utilities - Regulated Electric names. EVRG ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
272,557 | $23,922,327 | |
| 2 | EIX |
Edison International
|
173,474 | $12,915,139 | |
| 3 | D |
Dominion Energy, Inc
|
148,831 | $10,163,668 | |
| 4 | ES |
Eversource Energy
|
102,948 | $7,440,051 | |
| 5 | SO |
Southern Co
|
76,871 | $7,357,323 | |
| 6 | DUK |
Duke Energy CORP
|
50,852 | $6,436,846 | |
| 7 | ETR |
Entergy Corp /De/
|
48,908 | $5,617,572 | |
| 8 | EXC |
Exelon Corp
|
98,188 | $4,577,524 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,946,220 | 45,658 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,416,719 | 41,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,908,153 | 40,118 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,830,148 | 37,229 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,332,039 | 33,832 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,248,045 | 32,604 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,578,942 | 25,653 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,437,515 | 23,182 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,157,659 | 21,855 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,148,043 | 21,507 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,172,829 | 22,468 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,173,654 | 23,149 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,355,694 | 23,206 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,328,504 | 21,736 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,138,466 | 18,091 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $782,060 | 13,166 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $742,479 | 11,379 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $529,840 | 7,753 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $513,751 | 7,488 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $371,707 | 5,976 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $275,439 | 4,558 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,160,120 | 19,488 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,781,482 | 32,093 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,114,772 | 41,613 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,497,294 | 42,120 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,118,268 | 38,479 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||