Position in EVRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,512,870
+$169,546 QoQ
Shares Held
17,504
+6.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#346
of 935 holders
Holding Since
Mar 2020
25 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, 2026Allworth Financial LP holds $139,569,059 across 39 Utilities - Regulated Electric names. EVRG ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
492,457 | $43,222,950 | |
| 2 | DUK |
Duke Energy CORP
|
179,929 | $22,775,412 | |
| 3 | XEL |
Xcel Energy Inc
|
217,555 | $17,469,666 | |
| 4 | SO |
Southern Co
|
171,520 | $16,416,179 | |
| 5 | PCG |
PG&E Corp
|
347,307 | $5,841,703 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
46,051 | $5,377,375 | |
| 7 | AEE |
Ameren Corp
|
41,002 | $4,634,866 | |
| 8 | AEP |
American Electric Power Co Inc
|
29,187 | $3,993,073 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,870 | 17,504 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,343,324 | 16,398 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $718,810 | 9,916 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $749,709 | 9,862 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $649,803 | 9,427 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $549,324 | 7,967 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $490,861 | 7,975 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $267,945 | 4,321 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $162,882 | 3,075 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $193,502 | 3,625 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $272,849 | 5,227 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $230,431 | 4,545 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $253,718 | 4,343 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $113,866 | 1,863 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $110,568 | 1,757 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $107,597 | 1,649 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $112,692 | 1,649 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $113,137 | 1,649 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $102,194 | 1,643 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $99,286 | 1,643 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $102,570 | 1,723 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $91,202 | 1,643 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $89,595 | 1,763 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $120,121 | 2,026 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $104,980 | 1,907 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||