Position in EVRG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$601,948
+$31,597 QoQ
Shares Held
7,348
-6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026Sunbelt Securities, Inc. holds $4,891,603 across 26 Utilities - Regulated Electric names. EVRG ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,690,694 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
7,348 | $601,948 | |
| 3 | DUK |
Duke Energy CORP
|
3,852 | $504,380 | |
| 4 | D |
Dominion Energy, Inc
|
7,126 | $440,529 | |
| 5 | SO |
Southern Co
|
4,211 | $406,445 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,580 | $338,186 | |
| 7 | ETR |
Entergy Corp /De/
|
2,818 | $316,630 | |
| 8 | XEL |
Xcel Energy Inc
|
2,845 | $226,006 |
All Filings in EVRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $601,948 | 7,348 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $570,351 | 7,868 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $611,200 | 8,040 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $545,098 | 7,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $541,671 | 7,856 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $486,737 | 7,908 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $482,313 | 7,778 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $403,101 | 7,610 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $406,275 | 7,611 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $193,662 | 3,710 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $185,156 | 3,652 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $211,071 | 3,613 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $210,619 | 3,446 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $214,780 | 3,413 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $206,415 | 3,475 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $213,106 | 3,266 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $215,749 | 3,157 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $251,043 | 3,659 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $209,551 | 3,369 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $203,588 | 3,369 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $200,377 | 3,366 | Shares | Sole | 2021-05-27 | |
| No filing history on record for this holder in this stock. | ||||||