Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,379,634
+$15,606,715 QoQ
Shares Held
536,615
+42.9% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#69
of 935 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, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. EVRG ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,379,634 | 536,615 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,772,919 | 375,646 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $16,604,558 | 229,060 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,763,083 | 194,200 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,940,118 | 144,206 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,103,311 | 146,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,369,199 | 135,974 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,664,063 | 123,594 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $6,503,756 | 122,782 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,683,634 | 106,475 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,156,837 | 98,790 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,466,270 | 107,816 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,031,480 | 86,126 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $5,240,306 | 85,738 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,565,529 | 88,440 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,088,026 | 68,822 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,870,260 | 74,640 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,644,044 | 67,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,706,458 | 39,447 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,584,658 | 41,554 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,574,498 | 42,603 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,567,528 | 43,130 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,224,285 | 40,070 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,167,371 | 42,648 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,277,921 | 38,420 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,097,184 | 38,096 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||