Position in EVRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,472,335
+$170,791 QoQ
Shares Held
17,035
+7.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#352
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. EVRG ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
88,052 | $10,113,652 | |
| 2 | DUK |
Duke Energy CORP
|
50,400 | $6,379,632 | |
| 3 | PCG |
PG&E Corp
|
177,262 | $2,981,546 | |
| 4 | ES |
Eversource Energy
|
38,773 | $2,802,124 | |
| 5 | EIX |
Edison International
|
31,927 | $2,376,965 | |
| 6 | NEE |
Nextera Energy Inc
|
26,700 | $2,343,459 | |
| 7 | ED |
Consolidated Edison Inc
|
16,468 | $1,821,854 | |
| 8 | SO |
Southern Co
|
16,833 | $1,611,086 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,472,335 | 17,035 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,301,544 | 15,888 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,018,049 | 14,044 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,024,673 | 13,479 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $876,720 | 12,719 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $692,395 | 10,042 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $496,770 | 8,071 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $479,213 | 7,728 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $388,323 | 7,331 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $358,073 | 6,708 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $350,105 | 6,707 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $339,233 | 6,691 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $390,187 | 6,679 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $417,021 | 6,823 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $425,029 | 6,754 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $400,356 | 6,740 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $441,807 | 6,771 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $461,431 | 6,752 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $468,743 | 6,832 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $423,457 | 6,808 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $411,951 | 6,817 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $398,374 | 6,692 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $373,193 | 6,723 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $336,885 | 6,629 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $416,749 | 7,029 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $390,524 | 7,094 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||