Position in EVRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,049,514
+$111,369 QoQ
Shares Held
23,713
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#304
of 935 holders
Holding Since
Mar 2020
26 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, 2026Retirement Planning Group, LLC holds $11,889,618 across 11 Utilities - Regulated Electric names. EVRG ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
31,992 | $4,049,547 | |
| 2 | SO |
Southern Co
|
25,513 | $2,441,849 | |
| 3 | EVRG |
Evergy, Inc.
This page
|
23,713 | $2,049,514 | |
| 4 | NEE |
Nextera Energy Inc
|
7,493 | $657,660 | |
| 5 | PPL |
PPL Corp
|
16,603 | $603,519 | |
| 6 | ED |
Consolidated Edison Inc
|
4,354 | $481,683 | |
| 7 | FE |
Firstenergy Corp
|
10,005 | $475,637 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,458 | $361,811 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,049,514 | 23,713 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,938,145 | 23,659 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,705,109 | 23,522 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,737,361 | 22,854 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,539,137 | 22,329 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,451,466 | 21,051 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,500,096 | 24,372 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,498,285 | 24,162 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,289,607 | 24,346 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,160,854 | 21,747 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,150,279 | 22,036 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,127,162 | 22,232 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,293,068 | 22,134 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,348,001 | 22,055 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,360,294 | 21,616 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,260,052 | 21,213 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,374,948 | 21,072 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,425,504 | 20,859 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,427,362 | 20,804 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,178,316 | 18,944 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,088,344 | 18,010 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,064,039 | 17,874 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $984,081 | 17,728 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $892,805 | 17,568 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,032,357 | 17,412 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $951,319 | 17,281 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||