Position in EVRG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$13,144,309
+$1,002,524 QoQ
Shares Held
160,453
-4.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $25,564,869 across 15 Utilities - Regulated Electric names. EVRG ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
160,453 | $13,144,309 | |
| 2 | AEP |
American Electric Power Co Inc
|
34,027 | $4,460,259 | |
| 3 | DUK |
Duke Energy CORP
|
13,151 | $1,721,991 | |
| 4 | NEE |
Nextera Energy Inc
|
13,801 | $1,281,836 | |
| 5 | D |
Dominion Energy, Inc
|
15,533 | $960,250 | |
| 6 | SO |
Southern Co
|
8,694 | $839,144 | |
| 7 | ED |
Consolidated Edison Inc
|
6,344 | $718,013 | |
| 8 | EIX |
Edison International
|
7,369 | $539,263 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,144,309 | 160,453 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,141,785 | 167,496 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,025,722 | 171,346 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,942,467 | 173,255 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,514,287 | 181,498 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,242,784 | 182,661 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,642,811 | 187,757 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $10,306,002 | 194,563 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,180,707 | 209,455 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,914,445 | 209,089 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,854,464 | 214,092 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,132,465 | 224,794 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,750,777 | 224,980 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,421,479 | 229,167 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,776,416 | 29,906 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,140,200 | 32,800 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,220,981 | 32,499 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,106,189 | 30,698 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,841,182 | 29,601 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,789,453 | 29,612 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,647,433 | 27,674 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,547,341 | 27,875 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,015,201 | 59,331 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||