Position in EVRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$488,501
+$122,156 QoQ
Shares Held
5,652
+26.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 935 holders
Holding Since
Mar 2025
6 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, 2026Ballentine Partners, LLC holds $21,923,672 across 29 Utilities - Regulated Electric names. EVRG ranks #15 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,480 | $3,289,618 | |
| 2 | EXC |
Exelon Corp
|
47,603 | $2,219,250 | |
| 3 | AEP |
American Electric Power Co Inc
|
15,829 | $2,165,564 | |
| 4 | DUK |
Duke Energy CORP
|
14,134 | $1,789,080 | |
| 5 | AEE |
Ameren Corp
|
9,219 | $1,042,115 | |
| 6 | ED |
Consolidated Edison Inc
|
8,569 | $947,988 | |
| 7 | D |
Dominion Energy, Inc
|
13,577 | $927,172 | |
| 8 | SO |
Southern Co
|
8,088 | $774,101 |
All Filings in EVRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,501 | 5,652 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $366,345 | 4,472 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $346,936 | 4,786 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $330,457 | 4,347 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $247,595 | 3,592 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $253,942 | 3,683 | Shares | Other | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||