Chevy Chase Trust Holdings, LLC

Position in EVRG — Evergy, Inc.

CIK 1462020 BETHESDA, MD

Back to EVRG Full portfolio

Position in EVRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,627,696

+$327,401 QoQ

Shares Held

111,393

-1.9% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#151

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in EVRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Chevy Chase Trust Holdings, LLC holds $751,311,019 across 23 Utilities - Regulated Electric names. EVRG ranks #21 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,023,759	$177,625,327
2	AEP	American Electric Power Co Inc	1,172,080	$160,352,264
3	SO	Southern Co	548,439	$52,491,096
4	DUK	Duke Energy CORP	380,561	$48,171,410
5	D	Dominion Energy, Inc	433,245	$29,586,300
6	ETR	Entergy Corp /De/	222,405	$25,545,438
7	XEL	Xcel Energy Inc	302,981	$24,329,374
8	EXC	Exelon Corp	494,934	$23,073,822

All Filings in EVRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,627,696	111,393	-1.9%	Shares	Defined	2026-08-14
2026-03-31	$9,300,295	113,529	-2.8%	Shares	Defined	2026-05-15
2025-12-31	$8,470,963	116,857	-0.6%	Shares	Defined	2026-02-13
2025-09-30	$8,941,092	117,615	-3.3%	Shares	Defined	2025-11-14
2025-06-30	$8,388,091	121,690	+0.9%	Shares	Defined	2025-07-29
2025-03-31	$8,316,197	120,612	-0.1%	Shares	Defined	2025-04-23
2024-12-31	$7,427,976	120,682	-2.1%	Shares	Defined	2025-01-30
2024-09-30	$7,645,398	123,293	-1.8%	Shares	Defined	2024-11-14
2024-06-30	$6,648,687	125,518	-1.5%	Shares	Defined	2024-07-22
2024-03-31	$6,802,693	127,439	-0.9%	Shares	Defined	2024-05-03
2023-12-31	$6,711,562	128,574	-0.6%	Shares	Defined	2024-01-24
2023-09-30	$6,558,906	129,367	-2.3%	Shares	Defined	2023-10-23
2023-06-30	$7,733,580	132,379	-0.9%	Shares	Defined	2023-07-25
2023-03-31	$8,167,953	133,638	+1.0%	Shares	Defined	2023-05-17
2022-12-31	$8,326,833	132,319	-5.8%	Shares	Defined	2023-02-09
2022-09-30	$8,342,729	140,450	+1.1%	Shares	Defined	2022-11-04
2022-06-30	$9,062,246	138,885	+0.5%	Shares	Defined	2022-08-10
2022-03-31	$9,442,127	138,164	+0.3%	Shares	Defined	2022-04-27
2021-12-31	$9,455,692	137,818	-2.3%	Shares	Defined	2022-01-31
2021-09-30	$8,776,917	141,108	-4.3%	Shares	Defined	2021-10-20
2021-06-30	$8,909,556	147,436	-3.4%	Shares	Defined	2021-07-20
2021-03-31	$9,086,360	152,635	-6.7%	Shares	Defined	2021-04-22
2020-12-31	$9,081,823	163,607	-3.1%	Shares	Defined	2021-02-12
2020-09-30	$8,583,903	168,908	-7.8%	Shares	Defined	2020-11-06
2020-06-30	$10,862,520	183,210	-5.9%	Shares	Defined	2020-08-14
2020-03-31	$10,717,408	194,685	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.