Position in EVRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,007,850
+$253,045 QoQ
Shares Held
34,801
+3.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#268
of 935 holders
Holding Since
Dec 2023
8 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. EVRG ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in EVRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,007,850 | 34,801 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,754,805 | 33,628 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,413,119 | 33,289 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,294,815 | 30,187 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,330,624 | 19,304 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $208,160 | 3,019 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $200,653 | 3,260 | Shares | Sole | 2025-08-08 | |
| 2023-12-31 | $300,254 | 5,752 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||