Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$238,344,976
+$15,161,318 QoQ
Shares Held
2,757,665
+1.2% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank of New York Mellon Corp holds $8,130,324,833 across 35 Utilities - Regulated Electric names. EVRG ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,048,560 | $1,145,272,101 | |
| 2 | D |
Dominion Energy, Inc
|
10,212,160 | $697,388,395 | |
| 3 | SO |
Southern Co
|
7,278,460 | $696,621,396 | |
| 4 | DUK |
Duke Energy CORP
|
4,784,956 | $605,679,723 | |
| 5 | EXC |
Exelon Corp
|
12,459,069 | $580,841,785 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,621,775 | $495,495,027 | |
| 7 | EIX |
Edison International
|
4,155,291 | $309,361,405 | |
| 8 | XEL |
Xcel Energy Inc
|
3,489,252 | $280,186,931 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,344,976 | 2,757,665 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $223,183,658 | 2,724,410 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $192,583,594 | 2,656,692 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $240,903,343 | 3,168,947 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $215,902,812 | 3,132,204 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $216,934,961 | 3,146,265 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $189,906,424 | 3,085,401 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $175,390,503 | 2,828,423 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $147,246,051 | 2,779,801 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $149,443,495 | 2,799,616 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $146,997,021 | 2,816,035 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $129,213,913 | 2,548,598 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $124,226,968 | 2,126,446 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $133,264,575 | 2,180,376 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $138,935,966 | 2,207,786 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $143,683,964 | 2,418,922 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $158,066,619 | 2,422,477 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $158,657,315 | 2,321,588 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $161,146,429 | 2,348,731 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $109,522,689 | 1,760,815 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $106,964,842 | 1,770,062 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $104,287,745 | 1,751,852 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $115,993,190 | 2,089,591 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $103,549,455 | 2,037,573 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $119,846,724 | 2,021,365 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $112,581,869 | 2,045,084 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||