Position in EVRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,464,637
+$116,892 QoQ
Shares Held
28,516
-0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#285
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WealthTrust Axiom LLC holds $17,734,151 across 14 Utilities - Regulated Electric names. EVRG ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
26,763 | $2,960,790 | |
| 2 | NEE |
Nextera Energy Inc
|
29,694 | $2,606,242 | |
| 3 | EVRG |
Evergy, Inc.
This page
|
28,516 | $2,464,637 | |
| 4 | EXC |
Exelon Corp
|
47,558 | $2,217,153 | |
| 5 | CMS |
Cms Energy Corp
|
26,400 | $2,019,600 | |
| 6 | DUK |
Duke Energy CORP
|
14,158 | $1,792,119 | |
| 7 | XEL |
Xcel Energy Inc
|
13,151 | $1,056,025 | |
| 8 | PPL |
PPL Corp
|
18,397 | $668,730 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,464,637 | 28,516 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,347,745 | 28,659 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,091,553 | 28,853 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,189,528 | 28,802 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,963,057 | 28,479 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,057,812 | 29,845 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,879,675 | 30,539 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,842,317 | 29,710 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,698,006 | 32,056 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,710,935 | 32,052 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,730,273 | 33,147 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,690,540 | 33,344 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,947,781 | 33,341 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,037,618 | 33,338 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,108,784 | 33,510 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,990,375 | 33,508 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,186,331 | 33,507 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,289,663 | 33,504 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,308,863 | 33,652 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,120,646 | 34,094 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,160,432 | 35,751 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,103,909 | 35,342 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,000,469 | 36,038 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,844,003 | 36,285 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,162,958 | 36,481 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,068,834 | 37,581 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||