Position in EVRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,248,827
-$780 QoQ
Shares Held
14,449
-5.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#372
of 935 holders
Holding Since
Dec 2025
3 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, 2026Goelzer Investment Management, Inc. holds $26,839,933 across 6 Utilities - Regulated Electric names. EVRG ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
75,863 | $10,378,817 | |
| 2 | ETR |
Entergy Corp /De/
|
67,075 | $7,704,234 | |
| 3 | SO |
Southern Co
|
56,100 | $5,369,331 | |
| 4 | NEE |
Nextera Energy Inc
|
17,610 | $1,545,629 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
14,449 | $1,248,827 | |
| 6 | XEL |
Xcel Energy Inc
|
7,386 | $593,095 |
All Filings in EVRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,827 | 14,449 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,249,607 | 15,254 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,072,852 | 14,800 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||