Position in EVRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,677,174
+$350,972 QoQ
Shares Held
19,405
+19.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
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, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. EVRG ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,174 | 19,405 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,326,202 | 16,189 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $951,503 | 13,126 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,000,119 | 13,156 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $685,370 | 9,943 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $692,326 | 10,041 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $616,915 | 10,023 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $587,420 | 9,473 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $513,703 | 9,698 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $718,708 | 13,464 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $638,667 | 12,235 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $641,253 | 12,648 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $580,519 | 9,937 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $688,150 | 11,259 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $742,007 | 11,791 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $658,567 | 11,087 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $698,566 | 10,706 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $788,780 | 11,542 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $594,162 | 8,660 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $428,744 | 6,893 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $364,513 | 6,032 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $350,869 | 5,894 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $343,273 | 6,184 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $284,134 | 5,591 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $350,285 | 5,908 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $510,148 | 9,267 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||