Position in EVRG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,654,788
-$43,577 QoQ
Shares Held
19,146
-7.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#330
of 935 holders
Holding Since
Dec 2020
23 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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. EVRG ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,115 | $836,593 |
All Filings in EVRG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,788 | 19,146 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,698,365 | 20,732 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,575,352 | 21,732 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,689,164 | 22,220 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,534,864 | 22,267 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,563,096 | 22,670 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,197,455 | 19,455 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,456,924 | 23,495 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,248,979 | 23,579 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,259,127 | 23,588 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,242,673 | 23,806 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $742,045 | 14,636 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $716,170 | 12,259 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $793,154 | 12,977 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $788,575 | 12,531 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $700,563 | 11,794 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $743,393 | 11,393 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $734,176 | 10,743 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $738,723 | 10,767 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $671,200 | 10,791 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $418,779 | 6,930 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $382,718 | 6,429 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $290,150 | 5,227 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||