Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,898,975
+$918,427 QoQ
Shares Held
172,382
+1.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#116
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MACQUARIE GROUP LTD holds $844,160,797 across 30 Utilities - Regulated Electric names. EVRG ranks #21 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,576,669 | $138,384,237 | |
| 2 | SO |
Southern Co
|
846,178 | $80,987,695 | |
| 3 | DUK |
Duke Energy CORP
|
573,538 | $72,598,439 | |
| 4 | XEL |
Xcel Energy Inc
|
696,209 | $55,905,581 | |
| 5 | AEP |
American Electric Power Co Inc
|
389,801 | $53,328,674 | |
| 6 | D |
Dominion Energy, Inc
|
635,119 | $43,372,276 | |
| 7 | ETR |
Entergy Corp /De/
|
316,854 | $36,393,850 | |
| 8 | EXC |
Exelon Corp
|
779,026 | $36,318,191 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,898,975 | 172,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,980,548 | 170,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,739,174 | 175,737 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,794,165 | 168,300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,928,335 | 173,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,643,240 | 168,865 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $10,490,458 | 170,438 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,462,672 | 184,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,949,143 | 187,826 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $43,645,729 | 817,642 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,787,969 | 187,509 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,922,591 | 175,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,729,149 | 166,538 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $7,887,719 | 129,053 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $9,049,206 | 143,798 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $7,627,316 | 128,406 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $9,484,283 | 145,353 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $54,939,003 | 803,907 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $55,759,757 | 812,706 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $51,961,630 | 835,396 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,679,839 | 689,721 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,277,022 | 38,250 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,392,703 | 43,104 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,903,717 | 37,460 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,972,459 | 33,268 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,787,363 | 32,468 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||