Position in EVRG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$80,445
+$12,378 QoQ
Shares Held
982
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Parkside Financial Bank & Trust holds $8,128,910 across 33 Utilities - Regulated Electric names. EVRG ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,226 | $3,086,030 | |
| 2 | AEE |
Ameren Corp
|
8,708 | $957,182 | |
| 3 | DUK |
Duke Energy CORP
|
6,063 | $793,888 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,081 | $534,937 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,700 | $312,578 | |
| 6 | ETR |
Entergy Corp /De/
|
2,354 | $264,494 | |
| 7 | SO |
Southern Co
|
2,708 | $261,375 | |
| 8 | CNP |
Centerpoint Energy Inc
|
4,876 | $210,447 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,445 | 982 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $68,067 | 939 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $69,253 | 911 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $65,345 | 948 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $63,708 | 924 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $49,116 | 798 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $46,073 | 743 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $36,548 | 690 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $39,340 | 737 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $40,976 | 785 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,366 | 382 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,134 | 687 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $42,722 | 699 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $43,484 | 691 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,709 | 517 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $27,208 | 417 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $28,770 | 421 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,875 | 348 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $15,113 | 243 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $13,475 | 223 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $12,083 | 203 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $5,550 | 100 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,132 | 101 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $16,067 | 271 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $12,606 | 229 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||