Edgestream Partners, L.P.

Position in EVRG — Evergy, Inc.

CIK 1535061 Princeton, NJ

Position in EVRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$13,435,975

-$1,661,225 QoQ

Shares Held

155,455

-15.6% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#123

of 938 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. EVRG ranks #2 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	119,484	$13,506,471
2	EVRG	Evergy, Inc. This page	155,455	$13,435,975
3	DUK	Duke Energy CORP	100,170	$12,679,518
4	ED	Consolidated Edison Inc	114,406	$12,656,735
5	XEL	Xcel Energy Inc	125,508	$10,078,292
6	PNW	Pinnacle West Capital Corp	88,351	$9,453,557
7	CNP	Centerpoint Energy Inc	206,872	$9,110,642
8	POR	Portland General Electric Co /Or/	122,295	$6,338,549

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,435,975	155,455	-15.6%	Shares	Sole	2026-08-11
2026-03-31	$15,097,200	184,292	+15.7%	Shares	Sole	2026-05-18
2025-12-31	$11,542,365	159,227	+440.0%	Shares	Sole	2026-02-13
2025-09-30	$2,241,677	29,488	-79.1%	Shares	Sole	2025-11-12
2024-09-30	$8,753,021	141,155	+657.1%	Shares	Sole	2024-11-14
2024-06-30	$987,519	18,643	-35.3%	Shares	Sole	2024-08-09
2024-03-31	$1,538,144	28,815	-31.0%	Shares	Sole	2024-05-10
2023-12-31	$2,181,124	41,784	+77.3%	Shares	Sole	2024-02-14
2023-09-30	$1,194,593	23,562	-58.3%	Shares	Sole	2023-11-15
2023-06-30	$3,302,365	56,528	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.