Position in EVRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,052
-$2,020 QoQ
Shares Held
170
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#824
of 935 holders
Holding Since
Mar 2020
26 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, 2026Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. EVRG ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
146,712 | $20,071,668 | |
| 2 | NEE |
Nextera Energy Inc
|
46,297 | $4,063,487 | |
| 3 | AEE |
Ameren Corp
|
19,745 | $2,231,974 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,239 | $830,996 | |
| 5 | DUK |
Duke Energy CORP
|
4,610 | $583,533 | |
| 6 | D |
Dominion Energy, Inc
|
7,289 | $497,765 | |
| 7 | SO |
Southern Co
|
3,591 | $343,693 | |
| 8 | XEL |
Xcel Energy Inc
|
1,516 | $121,734 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,052 | 170 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $15,072 | 184 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,946 | 170 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $11,480 | 170 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,271 | 168 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,205 | 166 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1 | 18 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,279 | 87 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,607 | 87 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,949 | 74 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,924 | 73 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $7,251 | 160 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,264 | 73 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,042 | 73 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $12,711 | 202 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $6,117 | 103 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,698 | 72 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,988 | 73 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,007 | 73 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,540 | 73 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $4,410 | 73 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $4,345 | 73 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,628,898 | 47,359 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,321,559 | 45,682 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,750,700 | 46,394 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,577,991 | 46,830 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||