Position in EVRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$22,938,173
+$2,074,174 QoQ
Shares Held
280,007
-2.7% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. EVRG ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,938,173 | 280,007 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,863,999 | 287,819 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $22,341,973 | 293,896 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $20,219,995 | 293,341 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $20,560,062 | 298,188 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,890,310 | 306,910 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,314,316 | 311,471 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,709,651 | 315,455 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $16,762,868 | 314,029 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $16,183,566 | 310,030 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,088,384 | 337,049 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $21,240,752 | 363,587 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $24,013,253 | 392,887 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $24,539,931 | 389,956 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $21,649,933 | 364,477 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $23,142,087 | 354,668 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $23,518,049 | 344,133 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $23,468,187 | 342,052 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $20,215,708 | 334,531 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $19,914,630 | 334,531 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $18,569,815 | 334,531 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $17,000,865 | 334,531 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $19,834,342 | 334,531 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $18,415,931 | 334,531 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||