Position in EVRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,584,083
-$168,182 QoQ
Shares Held
29,898
-11.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#283
of 935 holders
Holding Since
Dec 2023
9 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, 2026Johnson Financial Group, Inc. holds $20,728,843 across 21 Utilities - Regulated Electric names. EVRG ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
109,531 | $5,106,334 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,089 | $4,214,111 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,849 | $4,083,641 | |
| 4 | EVRG |
Evergy, Inc.
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|
29,898 | $2,584,083 | |
| 5 | ETR |
Entergy Corp /De/
|
7,342 | $843,301 | |
| 6 | ED |
Consolidated Edison Inc
|
7,456 | $824,856 | |
| 7 | LNT |
Alliant Energy Corp
|
8,998 | $686,457 | |
| 8 | DUK |
Duke Energy CORP
|
4,328 | $547,837 |
All Filings in EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,584,083 | 29,898 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,752,265 | 33,597 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,403,912 | 33,162 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,876,248 | 24,681 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,921,768 | 27,880 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,545,927 | 22,421 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,213,519 | 19,716 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $373 | 7 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $365 | 7 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||