Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$187,857,420
+$4,121,674 QoQ
Shares Held
2,173,521
-3.1% QoQ
Ownership
0.943%
of shares outstanding
% of Portfolio
4.20%
of 13F equity value
Holder Rank
#21
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Magellan Asset Management Ltd holds $1,971,566,304 across 27 Utilities - Regulated Electric names. EVRG ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,437,065 | $248,396,687 | |
| 2 | XEL |
Xcel Energy Inc
|
2,818,534 | $226,328,280 | |
| 3 | CMS |
Cms Energy Corp
|
2,539,050 | $194,237,325 | |
| 4 | EVRG |
Evergy, Inc.
This page
|
2,173,521 | $187,857,420 | |
| 5 | D |
Dominion Energy, Inc
|
2,690,485 | $183,733,220 | |
| 6 | LNT |
Alliant Energy Corp
|
1,987,533 | $151,628,892 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,238,180 | $144,582,278 | |
| 8 | SO |
Southern Co
|
592,268 | $56,685,970 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,857,420 | 2,173,521 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $183,735,746 | 2,242,868 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $174,650,881 | 2,409,310 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $185,821,843 | 2,444,381 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $162,984,502 | 2,364,493 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,735,101 | 155,694 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,994,858 | 162,386 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,226,511 | 197,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,702,694 | 202,052 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,420,096 | 195,206 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $157,089,636 | 3,009,380 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $167,906,586 | 3,311,767 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $200,045,911 | 3,424,271 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $219,239,212 | 3,587,029 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $235,082,000 | 3,735,611 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $192,537,081 | 3,241,365 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $218,958,446 | 3,355,685 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $277,921,421 | 4,066,746 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $307,700,824 | 4,484,781 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $277,799,941 | 4,466,237 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $272,985,212 | 4,517,379 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $267,412,569 | 4,492,064 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $244,312,721 | 4,401,238 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $127,200,122 | 2,502,954 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,271,977 | 190,116 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,728,711 | 176,725 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||