Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,175,134
+$4,957,819 QoQ
Shares Held
140,867
+59.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#132
of 935 holders
Holding Since
Mar 2023
10 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, 2026CAPITAL FUND MANAGEMENT S.A. holds $227,356,789 across 19 Utilities - Regulated Electric names. EVRG ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
439,598 | $48,632,726 | |
| 2 | AEP |
American Electric Power Co Inc
|
262,897 | $35,966,938 | |
| 3 | XEL |
Xcel Energy Inc
|
322,199 | $25,872,579 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
167,754 | $17,949,678 | |
| 5 | SO |
Southern Co
|
183,056 | $17,520,289 | |
| 6 | POR |
Portland General Electric Co /Or/
|
266,596 | $13,817,670 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
140,867 | $12,175,134 | |
| 8 | ETR |
Entergy Corp /De/
|
96,357 | $11,067,565 |
All Filings in EVRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,175,134 | 140,867 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,217,315 | 88,102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $751,648 | 10,369 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $4,580,555 | 66,433 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,486,247 | 24,147 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $1,978,853 | 37,358 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,318,718 | 137,106 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,149,634 | 98,652 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,684,963 | 33,234 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $643,471 | 10,528 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||