Position in EVRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,183,451
+$489,279 QoQ
Shares Held
94,683
+0.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#163
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, 2026Edgemoor Investment Advisors, Inc. holds $72,081,058 across 10 Utilities - Regulated Electric names. EVRG ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
123,349 | $16,875,376 | |
| 2 | ETR |
Entergy Corp /De/
|
117,326 | $13,476,064 | |
| 3 | NEE |
Nextera Energy Inc
|
100,375 | $8,809,913 | |
| 4 | EVRG |
Evergy, Inc.
This page
|
94,683 | $8,183,451 | |
| 5 | CNP |
Centerpoint Energy Inc
|
167,306 | $7,368,156 | |
| 6 | SO |
Southern Co
|
75,202 | $7,197,583 | |
| 7 | ES |
Eversource Energy
|
86,228 | $6,231,697 | |
| 8 | XEL |
Xcel Energy Inc
|
32,964 | $2,647,009 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,183,451 | 94,683 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,694,172 | 93,923 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,566,941 | 90,591 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,700,326 | 88,139 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,883,726 | 85,358 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,589,155 | 81,061 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,805,516 | 78,075 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,103,945 | 66,182 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,179,577 | 60,026 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,281,588 | 61,476 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,073,327 | 58,876 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,053,813 | 60,233 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,518,811 | 60,233 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,684,496 | 60,283 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,815,634 | 60,633 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,677,632 | 61,913 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,039,823 | 61,913 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,282,457 | 62,664 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,299,377 | 62,664 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,907,030 | 62,814 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,119,633 | 68,172 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,058,279 | 68,172 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,784,227 | 68,172 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,476,901 | 68,416 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,056,384 | 68,416 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,840,067 | 69,756 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||