Position in EVRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,395,847
+$2,205,343 QoQ
Shares Held
212,841
+7.7% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#104
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. EVRG ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,395,847 | 212,841 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,190,504 | 197,638 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,175,564 | 195,552 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,665,550 | 192,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,640,796 | 183,386 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,782,107 | 170,879 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,080,966 | 163,785 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,940,920 | 176,438 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,851,563 | 129,348 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,185,300 | 115,873 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,754,058 | 110,231 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,958,047 | 78,068 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,901,988 | 66,792 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,961,737 | 64,819 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,082,772 | 64,878 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,623,221 | 60,997 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,798,463 | 58,214 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,964,901 | 72,650 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,647,229 | 67,734 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,035,411 | 64,878 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,969,163 | 65,682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,741,222 | 62,846 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,749,089 | 67,539 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,473,866 | 48,679 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,529,133 | 42,657 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,676,861 | 48,626 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||