Position in EVRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$956,780
+$118,329 QoQ
Shares Held
11,070
+8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#403
of 935 holders
Holding Since
Jun 2022
16 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, 2026FAS Wealth Partners, Inc. holds $16,365,990 across 8 Utilities - Regulated Electric names. EVRG ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
42,068 | $5,324,967 | |
| 2 | NEE |
Nextera Energy Inc
|
60,087 | $5,273,835 | |
| 3 | SO |
Southern Co
|
39,556 | $3,785,904 | |
| 4 | EVRG |
Evergy, Inc.
This page
|
11,070 | $956,780 | |
| 5 | EIX |
Edison International
|
3,822 | $284,547 | |
| 6 | PCG |
PG&E Corp
|
16,628 | $279,682 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,887 | $258,160 | |
| 8 | AEE |
Ameren Corp
|
1,788 | $202,115 |
All Filings in EVRG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,780 | 11,070 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $838,451 | 10,235 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $418,049 | 5,767 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $435,974 | 5,735 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $442,048 | 6,413 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $431,833 | 6,263 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $383,087 | 6,224 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $383,221 | 6,180 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $325,182 | 6,139 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $325,190 | 6,092 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $309,650 | 5,932 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $295,074 | 5,820 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $326,450 | 5,588 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $505,706 | 8,274 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $341,431 | 5,748 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $254,214 | 3,896 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||