Position in EVRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,748,306
+$665,898 QoQ
Shares Held
20,228
+53.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#321
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. EVRG ranks #13 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,306 | 20,228 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,082,408 | 13,213 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $518,375 | 7,151 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $556,922 | 7,326 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $49,009 | 711 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $41,783 | 606 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $45,916 | 746 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $45,949 | 741 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $39,091 | 738 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $39,180 | 734 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $112,491 | 2,155 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,764,816 | 34,809 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $2,266,812 | 38,802 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,421,268 | 39,615 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,436,397 | 38,716 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,420,074 | 40,742 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,627,487 | 40,268 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,913,793 | 28,004 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,796,141 | 26,179 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $464,882 | 7,474 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $490,872 | 8,123 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $357,120 | 5,999 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $396,119 | 7,136 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $349,031 | 6,868 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $257,259 | 4,339 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $149,185 | 2,710 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||