Position in EVRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,605,859
+$1,446,284 QoQ
Shares Held
41,720
+58.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#244
of 935 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. EVRG ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in EVRG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,605,859 | 41,720 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,159,575 | 26,362 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,385,211 | 19,109 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,449,853 | 19,072 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,000,518 | 14,515 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $969,712 | 14,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $896,721 | 14,569 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $735,066 | 11,854 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $723,835 | 13,665 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $465,260 | 8,716 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,971 | 5,919 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $338,219 | 6,671 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $357,939 | 6,127 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $377,293 | 6,173 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $395,829 | 6,290 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $305,850 | 5,149 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $336,951 | 5,164 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $332,141 | 4,841 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||