Position in EVRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$708,726
+$36,982 QoQ
Shares Held
8,200
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#457
of 935 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. EVRG ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
This page
|
8,200 | $708,726 |
All Filings in EVRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,726 | 8,200 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $671,744 | 8,200 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $648,640 | 8,948 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $668,443 | 8,793 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $460,314 | 6,678 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $455,138 | 6,601 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $361,729 | 5,877 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $364,432 | 5,877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $319,250 | 6,027 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $328,767 | 6,159 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $312,678 | 5,990 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $303,693 | 5,990 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $349,935 | 5,990 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $366,169 | 5,991 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $376,950 | 5,990 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $355,806 | 5,990 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $390,847 | 5,990 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $226,888 | 3,320 | Shares | Sole | 2022-05-10 | |
| 2020-09-30 | $206,989 | 4,073 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $292,240 | 4,929 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $256,918 | 4,667 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||