Position in EVRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$155,574
+$8,118 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#690
of 935 holders
Holding Since
Sep 2020
17 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, 2026Tradewinds Capital Management, LLC holds $1,235,475 across 8 Utilities - Regulated Electric names. EVRG ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
8,469 | $680,060 | |
| 2 | DUK |
Duke Energy CORP
|
1,835 | $232,274 | |
| 3 | EVRG |
Evergy, Inc.
This page
|
1,800 | $155,574 | |
| 4 | D |
Dominion Energy, Inc
|
1,982 | $135,350 | |
| 5 | AEP |
American Electric Power Co Inc
|
176 | $24,078 | |
| 6 | NEE |
Nextera Energy Inc
|
82 | $7,197 | |
| 7 | FE |
Firstenergy Corp
|
12 | $570 | |
| 8 | EIX |
Edison International
|
5 | $372 |
All Filings in EVRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,574 | 1,800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $147,456 | 1,800 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $130,482 | 1,800 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $136,836 | 1,800 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $124,074 | 1,800 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $124,110 | 1,800 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $110,790 | 1,800 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $111,618 | 1,800 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $95,346 | 1,800 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $96,084 | 1,800 | Shares | Sole | 2024-04-19 | |
| 2022-03-31 | $10,729 | 157 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $10,771 | 157 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $13,497 | 217 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,625 | 60 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,571 | 60 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,330 | 60 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,049 | 60 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||