Position in EVRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,890,396
+$119,204 QoQ
Shares Held
21,872
+1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#311
of 935 holders
Holding Since
Mar 2020
26 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, 2026J.W. COLE ADVISORS, INC. holds $74,083,348 across 26 Utilities - Regulated Electric names. EVRG ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
156,107 | $13,701,511 | |
| 2 | DUK |
Duke Energy CORP
|
85,648 | $10,841,323 | |
| 3 | SO |
Southern Co
|
78,168 | $7,481,459 | |
| 4 | ETR |
Entergy Corp /De/
|
48,933 | $5,620,444 | |
| 5 | AEP |
American Electric Power Co Inc
|
39,242 | $5,368,698 | |
| 6 | LNT |
Alliant Energy Corp
|
48,792 | $3,722,341 | |
| 7 | DTE |
Dte Energy Co
|
20,279 | $3,089,911 | |
| 8 | ED |
Consolidated Edison Inc
|
23,405 | $2,589,295 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,890,396 | 21,872 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,771,192 | 21,621 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,557,810 | 21,490 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,779,096 | 23,403 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,568,295 | 22,752 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,432,091 | 20,770 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,018,098 | 16,541 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $980,130 | 15,806 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $828,980 | 15,650 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $823,279 | 15,423 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $846,788 | 16,222 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $797,257 | 15,725 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $911,410 | 15,601 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $944,304 | 15,450 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $878,502 | 13,960 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $815,680 | 13,732 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $969,354 | 14,856 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $926,553 | 13,558 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $940,505 | 13,708 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $827,446 | 13,303 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $848,255 | 14,037 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $945,157 | 15,877 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $706,031 | 12,719 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $484,670 | 9,537 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $750,967 | 12,666 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $649,204 | 11,793 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||