Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$83,582,216
+$8,661,872 QoQ
Shares Held
967,051
+5.7% QoQ
Ownership
0.420%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#45
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Derivatives in EVRG
reported options exposure · as of Jun 30, 2026CallValue
$5,557,449
CallShares
64,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. EVRG ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,325,362 | $2,047,267,017 | |
| 2 | ETR |
Entergy Corp /De/
|
4,088,723 | $469,630,720 | |
| 3 | DUK |
Duke Energy CORP
|
2,939,189 | $372,042,541 | |
| 4 | ED |
Consolidated Edison Inc
|
3,251,331 | $359,694,746 | |
| 5 | SO |
Southern Co
|
3,716,946 | $355,071,806 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,482,093 | $339,575,140 | |
| 7 | EIX |
Edison International
|
4,325,522 | $322,035,111 | |
| 8 | EXC |
Exelon Corp
|
6,426,477 | $299,602,355 |
All Filings in EVRG
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,557,449 | 64,300 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $83,582,216 | 967,051 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $74,920,344 | 914,555 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $78,107,973 | 1,077,500 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $125,334,628 | 1,648,706 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $532,140 | 7,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $71,884,683 | 1,042,865 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $116,982,015 | 1,696,621 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $172,368,741 | 2,800,467 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $98,496,310 | 1,588,394 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $68,529,670 | 1,293,745 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $58,485,208 | 1,095,639 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $77,913,092 | 1,492,588 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $32,091,070 | 632,960 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $33,778,033 | 578,193 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $26,670,749 | 436,367 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,007,586 | 270,262 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,765,304 | 97,059 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $9,023,618 | 138,293 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,620,718 | 155,410 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,057,881 | 146,595 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,495,035 | 216,962 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,321,905 | 253,548 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,812,567 | 164,834 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $41,818,402 | 753,349 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $24,595,964 | 483,982 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $40,649,696 | 685,608 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $11,278,808 | 204,883 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||