Position in EVRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$297,405
+$28,298 QoQ
Shares Held
3,441
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#610
of 935 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. EVRG ranks #19 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,405 | 3,441 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $269,107 | 3,285 | Shares | Sole | 2026-05-04 | |
| 2023-06-30 | $227,838 | 3,900 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $266,055 | 4,353 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $268,711 | 4,270 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $224,353 | 3,777 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $246,449 | 3,777 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $224,565 | 3,286 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $201,919 | 2,943 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||