Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,691,045
+$389,196 QoQ
Shares Held
123,696
-1.6% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#143
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $487,166,782 across 31 Utilities - Regulated Electric names. EVRG ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,381,141 | $121,222,745 | |
| 2 | AEP |
American Electric Power Co Inc
|
718,033 | $98,234,094 | |
| 3 | DUK |
Duke Energy CORP
|
501,296 | $63,454,047 | |
| 4 | SO |
Southern Co
|
325,851 | $31,187,199 | |
| 5 | ETR |
Entergy Corp /De/
|
136,917 | $15,726,286 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
128,921 | $13,794,547 | |
| 7 | D |
Dominion Energy, Inc
|
201,862 | $13,785,155 | |
| 8 | EVRG |
Evergy, Inc.
This page
|
123,696 | $10,691,045 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,691,045 | 123,696 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,301,849 | 125,755 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,009,273 | 165,668 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,579,149 | 573,259 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $39,700,509 | 575,954 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $78,600,242 | 1,139,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $68,538,263 | 1,113,538 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,297,419 | 665,980 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,005,044 | 641,968 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $32,501,053 | 608,862 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,745,196 | 493,203 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,108,549 | 593,857 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $33,449,364 | 572,567 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $32,213,784 | 527,058 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,627,167 | 645,593 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $26,196,231 | 441,014 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $20,061,699 | 307,459 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $16,718,014 | 244,630 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,310,056 | 208,571 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,152,511 | 195,378 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,238,231 | 169,423 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,188,217 | 154,346 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,560,517 | 136,201 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,896,477 | 135,704 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $7,691,513 | 129,727 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $579,951 | 10,535 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||