Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$175,594,470
+$25,752,060 QoQ
Shares Held
2,031,638
+11.1% QoQ
Ownership
0.881%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#24
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. EVRG ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,594,470 | 2,031,638 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $149,842,410 | 1,829,131 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $126,224,588 | 1,741,269 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $144,240,802 | 1,897,406 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $170,320,306 | 2,470,917 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $117,946,973 | 1,710,616 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $134,022,969 | 2,177,465 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $156,735,048 | 2,527,577 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $134,138,631 | 2,532,351 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $143,407,557 | 2,686,541 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $133,230,319 | 2,552,305 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $110,825,839 | 2,185,914 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $132,494,572 | 2,267,966 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $140,337,019 | 2,296,090 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $196,777,137 | 3,126,921 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $204,318,950 | 3,439,713 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $228,918,139 | 3,508,324 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $236,104,310 | 3,454,848 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $163,291,866 | 2,380,001 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $150,081,384 | 2,412,884 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $176,748,623 | 2,924,849 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $179,026,055 | 3,007,325 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $138,699,893 | 2,498,647 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $153,665,296 | 3,023,717 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $181,952,054 | 3,068,849 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $195,202,398 | 3,545,911 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||