Position in EVRG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,802
-$428,735 QoQ
Shares Held
44
-99.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#874
of 935 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Derivatives in EVRG
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,302,792
PutShares
33,398
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fulcrum Asset Management LLP holds $11,898,611 across 17 Utilities - Regulated Electric names. EVRG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
60,762 | $5,333,080 | |
| 2 | ES |
Eversource Energy
|
45,525 | $3,290,091 | |
| 3 | ED |
Consolidated Edison Inc
|
27,517 | $3,044,205 | |
| 4 | FE |
Firstenergy Corp
|
2,730 | $129,784 | |
| 5 | PCG |
PG&E Corp
|
3,796 | $63,848 | |
| 6 | EXC |
Exelon Corp
|
122 | $5,687 | |
| 7 | XEL |
Xcel Energy Inc
|
70 | $5,621 | |
| 8 | LNT |
Alliant Energy Corp
|
54 | $4,119 |
All Filings in EVRG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,802 | 44 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $432,537 | 5,280 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,136,715 | 15,681 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,522,300 | 20,025 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $675,996 | 9,807 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $2,302,792 | 33,398 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $287,574 | 4,208 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $105,728 | 1,541 | Principal | Sole | 2022-03-24 | |
| 2021-03-31 | $277,290 | 4,658 | Principal | Sole | 2021-04-21 | |
| 2020-12-31 | $1,133,181 | 20,414 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $955,161 | 18,795 | Principal | Sole | 2020-10-21 | |
| 2020-06-30 | $1,210,346 | 20,414 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||