NAPLES GLOBAL ADVISORS, LLC

Position in EVRG — Evergy, Inc.

CIK 1582151 NAPLES, FL

Position in EVRG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$490,058

+$39,662 QoQ

Shares Held

5,670

+3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#514

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. EVRG ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	108,309	$9,506,280
2	SO	Southern Co	77,465	$7,414,175
3	DUK	Duke Energy CORP	25,417	$3,217,283
4	NWE	NorthWestern Energy Group, Inc.	28,262	$2,024,124
5	PNW	Pinnacle West Capital Corp	12,228	$1,308,396
6	CNP	Centerpoint Energy Inc	19,149	$843,321
7	EMA	Emera Inc	11,866	$629,135
8	EVRG	Evergy, Inc. This page	5,670	$490,058

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,058	5,670	+3.1%	Shares	Sole	2026-07-23
2026-03-31	$450,396	5,498	-0.3%	Shares	Sole	2026-04-20
2025-12-31	$399,709	5,514	-2.0%	Shares	Sole	2026-02-04
2025-09-30	$427,612	5,625	+2.0%	Shares	Sole	2025-10-30
2025-06-30	$380,080	5,514	0.0%	Shares	Sole	2025-07-18
2025-03-31	$380,190	5,514	-1.8%	Shares	Sole	2025-04-10
2024-12-31	$345,480	5,613	-3.0%	Shares	Sole	2025-01-29
2024-09-30	$358,913	5,788	-18.1%	Shares	Sole	2024-10-24
2024-06-30	$374,127	7,063	-2.4%	Shares	Sole	2024-07-18
2024-03-31	$386,364	7,238	-6.9%	Shares	Sole	2024-04-29
2023-12-31	$405,698	7,772	-2.2%	Shares	Sole	2024-01-11
2023-09-30	$402,912	7,947	0.0%	Shares	Sole	2023-10-16
2023-06-30	$464,263	7,947	-2.4%	Shares	Sole	2023-07-17
2023-03-31	$497,455	8,139	+5.2%	Shares	Sole	2023-04-17
2022-12-31	$487,015	7,739	-2.5%	Shares	Sole	2023-04-17
2022-09-30	$471,576	7,939	0.0%	Shares	Sole	2022-10-20
2022-06-30	$518,019	7,939	-0.9%	Shares	Sole	2022-08-11
2022-03-31	$547,676	8,014	-5.2%	Shares	Sole	2022-04-28
2021-12-31	$580,028	8,454	-2.9%	Shares	Sole	2022-02-04
2021-09-30	$541,388	8,704	-2.5%	Shares	Sole	2021-10-29
2021-06-30	$539,579	8,929	-12.3%	Shares	Sole	2021-08-06
2021-03-31	$606,015	10,180	+8.0%	Shares	Sole	2021-05-10
2020-12-31	$523,403	9,429	0.0%	Shares	Sole	2021-02-08
2020-09-30	$479,181	9,429	-16.8%	Shares	Sole	2020-10-26
2020-06-30	$672,289	11,339	-3.4%	Shares	Sole	2020-08-04
2020-03-31	$646,231	11,739	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.