Position in EVRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$324,458
+$26,188 QoQ
Shares Held
3,754
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#595
of 935 holders
Holding Since
Mar 2020
24 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, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. EVRG ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,458 | 3,754 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $298,270 | 3,641 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $264,805 | 3,653 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $279,981 | 3,683 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $337,481 | 4,896 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $252,425 | 3,661 | Shares | Sole | 2025-04-09 | |
| 2024-06-30 | $5,932 | 112 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,202 | 60 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $33,355 | 639 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $57,240 | 1,129 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $37,856 | 648 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $42,295 | 692 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $44,365 | 705 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $37,362 | 629 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $41,042 | 629 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $63,419 | 928 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $62,983 | 918 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $57,099 | 918 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $57,891 | 958 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $57,029 | 958 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $56,065 | 1,010 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $51,328 | 1,010 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $59,882 | 1,010 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $55,600 | 1,010 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||