Position in EVRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$230,939
-$60,010 QoQ
Shares Held
2,672
-40.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#658
of 935 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vontobel Holding Ltd. holds $274,221,777 across 22 Utilities - Regulated Electric names. EVRG ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,391,408 | $209,893,877 | |
| 2 | ES |
Eversource Energy
|
511,826 | $36,989,663 | |
| 3 | DUK |
Duke Energy CORP
|
54,885 | $6,947,342 | |
| 4 | CNP |
Centerpoint Energy Inc
|
120,112 | $5,289,732 | |
| 5 | EIX |
Edison International
|
42,126 | $3,136,279 | |
| 6 | AEP |
American Electric Power Co Inc
|
16,051 | $2,195,936 | |
| 7 | SO |
Southern Co
|
21,247 | $2,033,548 | |
| 8 | XEL |
Xcel Energy Inc
|
19,737 | $1,584,880 |
All Filings in EVRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,939 | 2,672 | Shares | Defined | 2026-08-03 | |
| 2022-06-30 | $290,949 | 4,459 | Shares | Defined | 2022-07-27 | |
| 2021-09-30 | $318,961 | 5,128 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $342,153 | 5,662 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $313,662 | 5,269 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $259,009 | 4,666 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||