Transamerica Financial Advisors, LLC

Position in EVRG — Evergy, Inc.

CIK 1502149 CEDAR RAPIDS, IA

Position in EVRG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$124,804

-$4,465 QoQ

Shares Held

1,444

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#698

of 935 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $17,072,138 across 30 Utilities - Regulated Electric names. EVRG ranks #10 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	102,252	$7,612,661
2	ETR	Entergy Corp /De/	63,558	$7,300,271
3	NGG	National Grid PLC	4,755	$394,046
4	DUK	Duke Energy CORP	2,156	$272,906
5	NEE	Nextera Energy Inc	2,938	$257,868
6	AEP	American Electric Power Co Inc	1,678	$229,567
7	WEC	Wec Energy Group, Inc.	1,753	$204,697
8	SO	Southern Co	1,884	$180,317

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,804	1,444	-8.5%	Shares	Sole	2026-08-17
2026-03-31	$129,269	1,578	+198.3%	Shares	Sole	2026-05-15
2025-12-31	$38,347	529	+163.2%	Shares	Sole	2026-02-13
2025-09-30	$15,280	201	+20000.0%	Shares	Sole	2025-11-14
2023-12-31	$1	1	-92.9%	Shares	Sole	2024-02-12
2023-09-30	$1	14	-6.7%	Shares	Sole	2023-11-14
2023-06-30	$1	15	-16.7%	Shares	Sole	2023-08-14
2023-03-31	$2	18	-5.3%	Shares	Sole	2023-05-15
2022-12-31	$2	19	-9.5%	Shares	Sole	2023-02-14
2022-09-30	$1,247	21	-4.5%	Shares	Sole	2022-11-14
2022-06-30	$1,435	22	+340.0%	Shares	Sole	2022-08-15
2021-06-30	$302	5	-54.5%	Shares	Sole	2021-08-10
2021-03-31	$654	11	0.0%	Shares	Sole	2021-05-17
2020-12-31	$610	11	-8.3%	Shares	Sole	2021-02-16
2020-09-30	$609	12	-99.8%	Shares	Sole	2020-11-12
2020-06-30	$296,865	5,007	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.