Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,902,985
+$2,371,339 QoQ
Shares Held
91,438
+35.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 935 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 19%
Shared 8%
None 72%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. EVRG ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in EVRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,902,985 | 91,438 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,531,646 | 67,525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,198,328 | 113,096 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $9,076,788 | 119,400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,590,332 | 124,624 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,661,215 | 241,642 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,393,066 | 55,127 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,219,063 | 51,912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,079,337 | 39,255 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,811,396 | 33,934 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,148,651 | 60,319 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,926,968 | 77,455 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,427,710 | 75,791 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $533,577 | 8,730 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $565,237 | 8,982 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $202,375 | 3,407 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $205,602 | 3,151 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||