Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,200,421
+$674,334 QoQ
Shares Held
25,459
+36.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#300
of 935 holders
Holding Since
Jun 2020
22 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, 2026Rafferty Asset Management, LLC holds $165,328,783 across 23 Utilities - Regulated Electric names. EVRG ranks #21 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
169,412 | $23,177,255 | |
| 2 | NEE |
Nextera Energy Inc
|
230,326 | $20,215,713 | |
| 3 | XEL |
Xcel Energy Inc
|
243,132 | $19,523,499 | |
| 4 | EXC |
Exelon Corp
|
416,409 | $19,412,987 | |
| 5 | SO |
Southern Co
|
124,515 | $11,917,330 | |
| 6 | DUK |
Duke Energy CORP
|
86,106 | $10,899,297 | |
| 7 | D |
Dominion Energy, Inc
|
97,141 | $6,633,758 | |
| 8 | ETR |
Entergy Corp /De/
|
50,574 | $5,808,929 |
All Filings in EVRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,200,421 | 25,459 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,526,087 | 18,629 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,837,693 | 25,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,841,736 | 24,227 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,704,501 | 24,728 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,426,989 | 20,696 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,588,728 | 25,812 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,643,140 | 26,498 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,321,495 | 24,948 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,411,153 | 26,436 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,337,677 | 25,626 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,187,089 | 23,414 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,224,191 | 20,955 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,030,299 | 16,857 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $942,062 | 14,970 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $506,919 | 8,534 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $381,471 | 5,560 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $502,576 | 8,080 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $311,033 | 5,147 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $265,503 | 4,460 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $285,543 | 5,144 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $334,988 | 5,650 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||