Position in EVRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$47,768,737
+$5,405,448 QoQ
Shares Held
552,687
+6.9% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#68
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,751,979,724 across 29 Utilities - Regulated Electric names. EVRG ranks #21 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,448,444 | $478,209,929 | |
| 2 | SO |
Southern Co
|
2,766,994 | $264,828,995 | |
| 3 | DUK |
Duke Energy CORP
|
1,931,704 | $244,515,092 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,372,661 | $187,793,751 | |
| 5 | D |
Dominion Energy, Inc
|
2,132,121 | $145,602,543 | |
| 6 | ETR |
Entergy Corp /De/
|
1,114,281 | $127,986,315 | |
| 7 | XEL |
Xcel Energy Inc
|
1,582,019 | $127,036,125 | |
| 8 | EXC |
Exelon Corp
|
2,639,618 | $123,058,991 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,768,737 | 552,687 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $42,363,289 | 517,130 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $34,665,732 | 478,214 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $35,496,246 | 466,933 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $29,463,921 | 427,447 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $27,655,500 | 401,095 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $22,210,071 | 360,846 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $20,817,935 | 335,719 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $17,389,786 | 328,295 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,076,786 | 263,709 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $11,384,402 | 218,092 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $11,010,620 | 217,172 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $10,793,328 | 184,754 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $10,797,520 | 176,661 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $10,355,823 | 164,561 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $8,816,742 | 148,430 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $8,630,226 | 132,264 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $8,205,378 | 120,067 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $8,073,132 | 117,667 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $6,179,881 | 99,355 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $5,205,742 | 86,145 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $4,315,805 | 72,498 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $3,793,997 | 68,348 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,276,060 | 64,464 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $3,205,751 | 54,069 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $2,617,462 | 47,547 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||