Position in EVRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$290,406
+$35,314 QoQ
Shares Held
3,545
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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, 2026Advisory Alpha, LLC holds $15,920,337 across 17 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,470 | $3,727,591 | |
| 2 | DUK |
Duke Energy CORP
|
23,352 | $2,955,896 | |
| 3 | SO |
Southern Co
|
16,579 | $1,586,776 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
14,856 | $1,205,712 | |
| 5 | DTE |
Dte Energy Co
|
5,702 | $868,813 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,179 | $845,348 | |
| 7 | D |
Dominion Energy, Inc
|
10,754 | $734,390 | |
| 8 | EIX |
Edison International
|
8,624 | $642,056 |
All Filings in EVRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,406 | 3,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $255,092 | 3,519 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $250,866 | 3,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $233,052 | 3,381 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $226,087 | 3,279 | Shares | Sole | 2025-05-19 | |
| 2020-09-30 | $16,821 | 331 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $18,221 | 331 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||