Position in EVRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,903,183
+$84,808 QoQ
Shares Held
33,590
-2.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#273
of 935 holders
Holding Since
Sep 2020
23 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. EVRG ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
This page
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,903,183 | 33,590 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,818,375 | 34,404 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,532,800 | 34,940 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,735,123 | 35,979 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,445,843 | 35,483 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,391,806 | 34,689 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,054,046 | 33,372 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,993,869 | 32,154 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,322,396 | 24,965 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,213,861 | 22,740 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,038,153 | 19,888 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $966,950 | 19,072 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,115,529 | 19,095 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,055,481 | 17,269 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $879,446 | 13,975 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $791,920 | 13,332 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $751,223 | 11,513 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $830,331 | 12,150 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $776,871 | 11,323 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $683,764 | 10,993 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $653,369 | 10,812 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $644,233 | 10,822 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $78,618 | 1,547 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||