Position in EVRG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$983
-$644,178 QoQ
Shares Held
12
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $2,340,201 across 17 Utilities - Regulated Electric names. EVRG ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
7,510 | $984,410 | |
| 2 | XEL |
Xcel Energy Inc
|
9,197 | $730,609 | |
| 3 | EIX |
Edison International
|
1,356 | $99,232 | |
| 4 | PCG |
PG&E Corp
|
5,314 | $93,366 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,051 | $88,521 | |
| 6 | ES |
Eversource Energy
|
1,100 | $76,208 | |
| 7 | FE |
Firstenergy Corp
|
1,496 | $75,787 | |
| 8 | ETR |
Entergy Corp /De/
|
662 | $74,382 |
All Filings in EVRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $983 | 12 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $645,161 | 8,900 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $846,786 | 11,139 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $723,696 | 10,499 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $364,331 | 5,284 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $73,244 | 1,190 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||