Position in EVRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$893,599
+$200,966 QoQ
Shares Held
10,339
+22.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#413
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, 2026SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. EVRG ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,599 | 10,339 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $692,633 | 8,455 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $553,461 | 7,635 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $529,555 | 6,966 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $448,527 | 6,507 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $445,072 | 6,455 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $395,212 | 6,421 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $405,979 | 6,547 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $347,906 | 6,568 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $357,699 | 6,701 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $213,759 | 4,095 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $50,700 | 1,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $139,390 | 2,386 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $130,307 | 2,132 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $146,249 | 2,324 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $90,644 | 1,526 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $67,533 | 1,035 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $58,089 | 850 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $83,772 | 1,221 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $80,922 | 1,301 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $68,285 | 1,130 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $58,398 | 981 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $44,519 | 802 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $56,562 | 1,113 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $161,209 | 2,719 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $258,900 | 4,703 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||