Position in EVRG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$570,524
+$20,841 QoQ
Shares Held
6,601
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#487
of 935 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. EVRG ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
This page
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,777 | $516,731 |
All Filings in EVRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,524 | 6,601 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $549,683 | 6,710 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $514,679 | 7,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $596,148 | 7,842 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $584,388 | 8,478 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||