MATHER GROUP, LLC.

Position in EVRG — Evergy, Inc.

CIK 1527641 CHICAGO, IL

Position in EVRG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$382,798

+$30,051 QoQ

Shares Held

4,429

+2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#561

of 935 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. EVRG ranks #17 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	61,866	$5,921,194
2	DUK	Duke Energy CORP	35,549	$4,499,792
3	ED	Consolidated Edison Inc	15,160	$1,677,150
4	CMS	Cms Energy Corp	18,142	$1,387,863
5	NEE	Nextera Energy Inc	12,166	$1,067,809
6	XEL	Xcel Energy Inc	10,529	$845,478
7	PNW	Pinnacle West Capital Corp	7,042	$753,494
8	AEP	American Electric Power Co Inc	5,410	$740,142

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$382,798	4,429	+2.9%	Shares	Sole	2026-07-27
2026-03-31	$352,747	4,306	+1.4%	Shares	Sole	2026-04-13
2025-12-31	$307,792	4,246	0.0%	Shares	Sole	2026-01-13
2025-09-30	$322,780	4,246	-6.6%	Shares	Sole	2025-10-21
2025-06-30	$313,493	4,548	+9.7%	Shares	Sole	2025-07-15
2025-03-31	$285,935	4,147	+28.4%	Shares	Sole	2025-04-25
2024-12-31	$198,868	3,231	+5.7%	Shares	Sole	2025-01-27
2024-09-30	$189,626	3,058	-11.5%	Shares	Sole	2024-10-07
2024-06-30	$183,011	3,455	+3.7%	Shares	Sole	2024-07-09
2024-03-31	$177,915	3,333	-13.9%	Shares	Sole	2024-04-09
2023-03-31	$236,534	3,870	-1.2%	Shares	Sole	2023-05-09
2022-12-31	$246,433	3,916	+6.7%	Shares	Sole	2023-03-10
2022-09-30	$217,938	3,669	0.0%	Shares	Sole	2022-11-15
2022-06-30	$239,402	3,669	+2.8%	Shares	Sole	2022-08-16
2022-03-31	$243,973	3,570	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.