Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$465,166
+$5,923 QoQ
Shares Held
5,382
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 935 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. EVRG ranks #24 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,945 | $33,301,815 | |
| 2 | AEP |
American Electric Power Co Inc
|
185,178 | $25,334,202 | |
| 3 | NEE |
Nextera Energy Inc
|
193,331 | $16,968,661 | |
| 4 | DUK |
Duke Energy CORP
|
126,743 | $16,043,128 | |
| 5 | D |
Dominion Energy, Inc
|
106,769 | $7,291,255 | |
| 6 | XEL |
Xcel Energy Inc
|
73,580 | $5,908,473 | |
| 7 | EXC |
Exelon Corp
|
102,569 | $4,781,766 | |
| 8 | DTE |
Dte Energy Co
|
26,700 | $4,068,279 |
All Filings in EVRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,166 | 5,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $459,243 | 5,606 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $412,975 | 5,697 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $369,816 | 6,928 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||