Position in EVRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,285
+$537 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#833
of 935 holders
Holding Since
Dec 2020
19 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, 2026Asset Dedication, LLC holds $1,781,344 across 25 Utilities - Regulated Electric names. EVRG ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 2 | ED |
Consolidated Edison Inc
|
2,993 | $331,115 | |
| 3 | NEE |
Nextera Energy Inc
|
2,944 | $258,394 | |
| 4 | IDA |
Idacorp Inc
|
1,065 | $161,134 | |
| 5 | DUK |
Duke Energy CORP
|
978 | $123,795 | |
| 6 | NGG |
National Grid PLC
|
1,213 | $100,521 | |
| 7 | SO |
Southern Co
|
824 | $78,865 | |
| 8 | ETR |
Entergy Corp /De/
|
681 | $78,219 |
All Filings in EVRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,285 | 119 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,748 | 119 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $9,568 | 132 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,590 | 113 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $61,071 | 886 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $61,089 | 886 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $53,671 | 872 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $54,878 | 885 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $46,878 | 885 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $47,241 | 885 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $46,197 | 885 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $44,869 | 885 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $440 | 7 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $16,333 | 239 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $16,397 | 239 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,865 | 239 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $14,442 | 239 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $14,227 | 239 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $13,266 | 239 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||