Position in EVRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,668,694
+$779,212 QoQ
Shares Held
42,447
+20.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 935 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. EVRG ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in EVRG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,668,694 | 42,447 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,889,482 | 35,272 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,082,129 | 42,518 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,107,393 | 40,876 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,776,086 | 40,274 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,500,333 | 36,263 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,046,475 | 33,249 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,541,816 | 24,864 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,056,433 | 19,944 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $875,111 | 16,394 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $769,689 | 14,745 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $630,555 | 12,437 | Shares | Sole | 2023-11-13 | |
| 2021-06-30 | $1,052,630 | 17,419 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||