Position in EVRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,701,364
+$450,371 QoQ
Shares Held
31,255
+13.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#279
of 935 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $76,028,809 across 29 Utilities - Regulated Electric names. EVRG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
This page
|
31,255 | $2,701,364 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,701,364 | 31,255 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,250,993 | 27,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,917,865 | 26,457 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,046,532 | 26,921 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,297,329 | 18,821 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $699,083 | 10,139 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $578,876 | 9,405 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $235,761 | 3,802 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,391 | 3,802 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $255,674 | 4,898 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $249,392 | 4,919 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $320,724 | 5,490 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $314,705 | 5,149 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $358,259 | 5,693 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $318,383 | 5,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $353,981 | 5,425 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $364,114 | 5,328 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $399,446 | 5,822 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $324,870 | 5,223 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $315,625 | 5,223 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $281,160 | 4,723 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $262,173 | 4,723 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $356,907 | 7,023 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $299,531 | 5,052 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $262,753 | 4,773 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||