Position in EVRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,242,167
+$447,628 QoQ
Shares Held
25,942
+18.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#297
of 935 holders
Holding Since
Mar 2020
21 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. EVRG ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in EVRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,242,167 | 25,942 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,794,539 | 21,906 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,320,477 | 18,216 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $706,909 | 9,299 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $638,222 | 9,259 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $560,977 | 8,136 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $490,922 | 7,976 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $479,151 | 7,727 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $405,750 | 7,660 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $429,495 | 8,046 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $328,546 | 6,294 | Shares | Defined | 2024-02-14 | |
| 2022-06-30 | $219,370 | 3,362 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $218,619 | 3,199 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $287,818 | 4,195 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $281,766 | 4,530 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $248,548 | 4,113 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $237,703 | 3,993 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $217,654 | 3,921 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $213,901 | 4,209 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $264,018 | 4,453 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $255,817 | 4,647 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||