Sowell Financial Services LLC

Position in EVRG — Evergy, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in EVRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$328,174

+$12,537 QoQ

Shares Held

3,797

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#592

of 935 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. EVRG ranks #15 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	30,590	$3,872,082
2	FE	Firstenergy Corp	69,833	$3,319,860
3	ETR	Entergy Corp /De/	25,483	$2,926,977
4	NEE	Nextera Energy Inc	28,521	$2,503,288
5	SO	Southern Co	24,007	$2,297,709
6	EXC	Exelon Corp	18,943	$883,122
7	PNW	Pinnacle West Capital Corp	7,785	$832,995
8	AEP	American Electric Power Co Inc	4,439	$607,299

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,174	3,797	-1.5%	Shares	Sole	2026-07-20
2026-03-31	$315,637	3,853	-5.7%	Shares	Sole	2026-04-20
2025-12-31	$296,194	4,086	+4.3%	Shares	Sole	2026-01-21
2025-09-30	$297,846	3,918	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$269,929	3,916	+1.1%	Shares	Sole	2025-07-14
2025-03-31	$266,974	3,872	+1.9%	Shares	Sole	2025-04-17
2023-03-31	$232,194	3,799	+1.7%	Shares	Sole	2023-05-12
2021-03-31	$222,344	3,735	+12.5%	Shares	Sole	2021-05-07
2020-12-31	$184,237	3,319	-4.0%	Shares	Sole	2021-01-13
2020-09-30	$175,786	3,459	-12.8%	Shares	Sole	2020-11-12
2020-06-30	$235,144	3,966	-59.9%	Shares	Sole	2020-08-13
2020-03-31	$543,783	9,878	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.