Position in EVRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,282,016
+$130,303 QoQ
Shares Held
14,833
+5.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#367
of 935 holders
Holding Since
Sep 2020
22 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, 2026Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. EVRG ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,979 | $7,465,561 | |
| 2 | NEE |
Nextera Energy Inc
|
42,810 | $3,757,433 | |
| 3 | EXC |
Exelon Corp
|
61,277 | $2,856,733 | |
| 4 | ED |
Consolidated Edison Inc
|
23,807 | $2,633,768 | |
| 5 | SO |
Southern Co
|
21,568 | $2,064,273 | |
| 6 | AEP |
American Electric Power Co Inc
|
14,774 | $2,021,230 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
130,257 | $1,762,377 | |
| 8 | ES |
Eversource Energy
|
24,030 | $1,736,648 |
All Filings in EVRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,016 | 14,833 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,151,713 | 14,059 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,564,406 | 21,581 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,564,567 | 20,581 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $998,327 | 14,479 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $745,124 | 12,106 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $680,869 | 10,980 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $589,132 | 11,122 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $509,351 | 9,542 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $301,402 | 5,774 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $291,575 | 5,751 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $323,004 | 5,529 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $338,238 | 5,534 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $202,508 | 3,218 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $250,430 | 4,216 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $275,094 | 4,216 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $208,026 | 3,044 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $209,603 | 3,055 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $353,515 | 5,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $510,826 | 8,581 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $474,277 | 8,544 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $440,812 | 8,674 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||