Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,249
+$1,213 QoQ
Shares Held
269
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#802
of 935 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $18,402,633 across 17 Utilities - Regulated Electric names. EVRG ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
175,341 | $15,389,679 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,800 | $1,203,928 | |
| 3 | DUK |
Duke Energy CORP
|
2,584 | $327,082 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
4,000 | $324,640 | |
| 5 | OGE |
Oge Energy Corp.
|
6,600 | $321,156 | |
| 6 | ED |
Consolidated Edison Inc
|
2,800 | $309,764 | |
| 7 | LNT |
Alliant Energy Corp
|
2,150 | $164,023 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
840 | $98,086 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,249 | 269 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,036 | 269 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,499 | 269 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,449 | 269 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,542 | 269 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,547 | 269 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,556 | 269 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,680 | 269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,248 | 269 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,359 | 269 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,041 | 269 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,638 | 269 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,714 | 269 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,441 | 269 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,928 | 269 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,978 | 269 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $35,104 | 538 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $36,766 | 538 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $36,912 | 538 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,463 | 538 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $32,511 | 538 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $32,027 | 538 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $29,864 | 538 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $27,341 | 538 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,898 | 538 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $29,616 | 538 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||