Position in EVRG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,269,419
+$272,394 QoQ
Shares Held
76,531
-7.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $129,261,232 across 34 Utilities - Regulated Electric names. EVRG ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
153,564 | $20,107,669 | |
| 2 | SO |
Southern Co
|
195,825 | $18,901,029 | |
| 3 | D |
Dominion Energy, Inc
|
230,064 | $14,222,555 | |
| 4 | NEE |
Nextera Energy Inc
|
131,126 | $12,178,982 | |
| 5 | LNT |
Alliant Energy Corp
|
99,509 | $7,140,765 | |
| 6 | EVRG |
Evergy, Inc.
This page
|
76,531 | $6,269,419 | |
| 7 | AEP |
American Electric Power Co Inc
|
47,407 | $6,214,108 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
52,800 | $6,112,655 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,269,419 | 76,531 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,997,025 | 82,729 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,327,372 | 83,233 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,331,423 | 62,838 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,475,838 | 50,411 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,836,531 | 46,085 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $2,617,132 | 42,205 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $2,280,676 | 43,056 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,491,244 | 46,670 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,456,427 | 47,058 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,668,290 | 52,629 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,376,150 | 57,791 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,855,388 | 63,079 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,191,851 | 34,830 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,117,075 | 35,641 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,466,776 | 37,805 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,715,489 | 39,735 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,665,361 | 38,848 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,104,153 | 49,906 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,015,819 | 49,906 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,728,557 | 45,835 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,531,076 | 27,582 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,907,223 | 37,529 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||