Position in EVRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$106,705,872
+$14,005,037 QoQ
Shares Held
1,234,593
+9.1% QoQ
Ownership
0.536%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#35
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. EVRG ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,705,872 | 1,234,593 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $92,700,835 | 1,131,602 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $79,799,964 | 1,100,841 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $76,294,888 | 1,003,616 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $29,232,179 | 424,085 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,974,314 | 304,196 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,378,343 | 331,086 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,940,679 | 321,572 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,304,007 | 307,797 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,511,726 | 271,857 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,544,564 | 604,302 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $33,517,212 | 661,089 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,063,383 | 565,960 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $37,091,955 | 606,871 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $33,340,880 | 529,809 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $31,780,603 | 535,027 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $32,177,711 | 493,145 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $28,270,549 | 413,675 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $26,376,702 | 384,444 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,197,805 | 83,566 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,160,786 | 68,853 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,008,928 | 67,343 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,705,070 | 66,746 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,898,112 | 57,027 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $767,983 | 12,953 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $565,748 | 10,277 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||