Position in EVRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,188,138
+$215,592 QoQ
Shares Held
48,457
-0.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#220
of 935 holders
Holding Since
Sep 2024
8 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, 2026Oxbow Advisors, LLC holds $13,605,782 across 6 Utilities - Regulated Electric names. EVRG ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
33,676 | $4,607,213 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
48,457 | $4,188,138 | |
| 3 | DTE |
Dte Energy Co
|
24,890 | $3,792,489 | |
| 4 | DUK |
Duke Energy CORP
|
4,295 | $543,661 | |
| 5 | LNT |
Alliant Energy Corp
|
3,200 | $244,128 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,971 | $230,153 |
All Filings in EVRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,188,138 | 48,457 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,972,546 | 48,493 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,471,618 | 47,891 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,627,750 | 47,721 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,244,259 | 47,066 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,127,089 | 45,353 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,729,680 | 44,349 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,737,679 | 44,149 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||