Position in EVRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$119,618
+$6,241 QoQ
Shares Held
1,384
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#703
of 938 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Westside Investment Management, Inc. holds $2,249,588 across 26 Utilities - Regulated Electric names. EVRG ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
5,610 | $644,364 | |
| 2 | SO |
Southern Co
|
3,286 | $314,502 | |
| 3 | NEE |
Nextera Energy Inc
|
2,674 | $234,696 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,715 | $234,628 | |
| 5 | DUK |
Duke Energy CORP
|
1,099 | $139,110 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
9,973 | $134,934 | |
| 7 | OGE |
Oge Energy Corp.
|
2,760 | $134,301 | |
| 8 | EVRG |
Evergy, Inc.
This page
|
1,384 | $119,618 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,618 | 1,384 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $113,377 | 1,384 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $100,325 | 1,384 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $105,211 | 1,384 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $88,160 | 1,279 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $80,947 | 1,174 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $72,259 | 1,174 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $72,799 | 1,174 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $62,186 | 1,174 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $62,668 | 1,174 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $61,282 | 1,174 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $59,521 | 1,174 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $68,585 | 1,174 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $71,754 | 1,174 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $73,879 | 1,174 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $69,735 | 1,174 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $76,603 | 1,174 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $80,231 | 1,174 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,029 | 15 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $933 | 15 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $906 | 15 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $892 | 15 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $832 | 15 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $762 | 15 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $889 | 15 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $825 | 15 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||