RAFFA WEALTH MANAGEMENT, LLC

Position in EVRG — Evergy, Inc.

CIK 1631073 WASHINGTON, DC

Position in EVRG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$259

+$14 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#929

of 935 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. EVRG ranks #24 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	737	$54,869
2	DUK	Duke Energy CORP	211	$26,708
3	EXC	Exelon Corp	354	$16,503
4	AEP	American Electric Power Co Inc	102	$13,954
5	NGG	National Grid PLC	159	$13,176
6	ED	Consolidated Edison Inc	115	$12,722
7	NEE	Nextera Energy Inc	113	$9,918
8	KEP	Korea Electric Power Corp	744	$9,002

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259	3	0.0%	Shares	Sole	2026-07-27
2026-03-31	$245	3	-99.0%	Shares	Sole	2026-07-27
2025-06-30	$20,196	293	+787.9%	Shares	Sole	2026-07-27
2023-12-31	$1,722	33	0.0%	Shares	Sole	2026-07-27
2023-09-30	$1,673	33	0.0%	Shares	Sole	2026-07-27
2023-06-30	$1,927	33	0.0%	Shares	Sole	2026-07-27
2023-03-31	$2,016	33	0.0%	Shares	Sole	2026-07-27
2022-12-31	$2,076	33	-90.1%	Shares	Sole	2026-07-27
2022-09-30	$19,720	332	0.0%	Shares	Sole	2026-07-27
2022-06-30	$21,663	332	0.0%	Shares	Sole	2026-07-27
2022-03-31	$22,688	332	0.0%	Shares	Sole	2026-07-27
2021-12-31	$22,778	332	0.0%	Shares	Sole	2026-07-27
2021-09-30	$20,650	332	0.0%	Shares	Sole	2026-07-27
2021-06-30	$20,062	332	0.0%	Shares	Sole	2026-07-27
2021-03-31	$19,763	332	0.0%	Shares	Sole	2026-07-27
2020-12-31	$18,429	332	0.0%	Shares	Sole	2026-07-27
2020-09-30	$16,872	332	-47.4%	Shares	Sole	2026-07-27
2020-06-30	$37,411	631	0.0%	Shares	Sole	2026-07-27
2020-03-31	$34,736	631	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.