Position in EVRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,350,703
+$1,743,932 QoQ
Shares Held
73,478
+30.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#182
of 935 holders
Holding Since
Mar 2020
20 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, 2026ASSETMARK, INC holds $433,193,559 across 35 Utilities - Regulated Electric names. EVRG ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,618,008 | $120,460,695 | |
| 2 | ED |
Consolidated Edison Inc
|
717,113 | $79,334,211 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
800,416 | $64,961,762 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
233,459 | $27,261,007 | |
| 5 | ETR |
Entergy Corp /De/
|
186,014 | $21,365,568 | |
| 6 | NEE |
Nextera Energy Inc
|
213,170 | $18,709,930 | |
| 7 | DUK |
Duke Energy CORP
|
138,356 | $17,513,102 | |
| 8 | XEL |
Xcel Energy Inc
|
159,864 | $12,837,079 |
All Filings in EVRG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,350,703 | 73,478 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,606,771 | 56,235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,877,925 | 53,496 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,985,500 | 52,427 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,553,718 | 37,048 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,499,800 | 21,752 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,260,236 | 20,475 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,230,340 | 19,841 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,050,765 | 19,837 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,007,547 | 18,875 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,020,562 | 19,551 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $855,562 | 16,875 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $804,209 | 13,766 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $814,912 | 13,333 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $801,098 | 12,730 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $445,678 | 7,503 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,648,541 | 25,265 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,652,871 | 24,186 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,358 | 253 | Shares | Sole | 2022-02-14 | |
| 2020-03-31 | $1,518,058 | 27,576 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||