W.G. Shaheen & Associates DBA Whitney & Co

Position in EVRG — Evergy, Inc.

CIK 1577001 ROCHESTER, NY

Back to EVRG Full portfolio

Position in EVRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$233,015

+$12,159 QoQ

Shares Held

2,696

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#655

of 935 holders

Holding Since

Sep 2025

3 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, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $3,826,616 across 6 Utilities - Regulated Electric names. EVRG ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	14,323	$1,959,529
2	NEE	Nextera Energy Inc	7,577	$665,033
3	ED	Consolidated Edison Inc	3,446	$381,230
4	SO	Southern Co	3,761	$359,965
5	EVRG	Evergy, Inc. This page	2,696	$233,015
6	DUK	Duke Energy CORP	1,800	$227,844

All Filings in EVRG

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,015	2,696	0.0%	Shares	Sole	2026-07-28
2026-03-31	$220,856	2,696	0.0%	Shares	Sole	2026-05-05
2025-09-30	$204,949	2,696	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.