Position in EVRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$698,872
+$124,040 QoQ
Shares Held
8,086
+15.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#458
of 935 holders
Holding Since
Mar 2020
22 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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. EVRG ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in EVRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,872 | 8,086 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $574,832 | 7,017 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $524,030 | 7,229 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $500,059 | 6,578 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $470,171 | 6,821 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $521,468 | 7,563 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,636,317 | 91,573 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,057,472 | 81,559 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $45,342 | 856 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $30,907 | 579 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $171,842 | 3,292 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $170,149 | 3,356 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $200,439 | 3,431 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $408,648 | 6,686 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $3,790,714 | 60,237 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $3,512,559 | 59,134 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $3,811,056 | 58,407 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,929,208 | 57,495 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,794,750 | 55,309 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $636,057 | 10,226 | Shares | Defined | 2021-11-02 | |
| 2020-06-30 | $16,897 | 285 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,689 | 285 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||