Swiss Life Asset Management Ltd

Position in EVRG — Evergy, Inc.

CIK 1637689 Zurich, V8

Position in EVRG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,288,320

+$50,020 QoQ

Shares Held

26,476

-3.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#294

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. EVRG ranks #22 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	1,190,736	$81,315,360
2	EIX	Edison International	698,286	$51,987,392
3	NEE	Nextera Energy Inc	454,368	$39,879,878
4	FE	Firstenergy Corp	606,726	$28,843,754
5	ES	Eversource Energy	388,873	$28,103,851
6	SO	Southern Co	250,850	$24,008,853
7	DUK	Duke Energy CORP	147,934	$18,725,484
8	ED	Consolidated Edison Inc	137,715	$15,235,409

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,288,320	26,476	-3.1%	Shares	Sole	2026-07-29
2026-03-31	$2,238,300	27,323	+11.9%	Shares	Sole	2026-05-14
2025-12-31	$1,770,205	24,420	+9.5%	Shares	Sole	2026-02-04
2025-09-30	$1,695,702	22,306	-18.4%	Shares	Sole	2025-12-02
2025-06-30	$1,883,925	27,331	+21.3%	Shares	Sole	2025-12-02
2025-03-31	$1,553,443	22,530	-17.1%	Shares	Sole	2025-12-02
2024-12-31	$1,673,359	27,187	-59.2%	Shares	Sole	2025-12-09
2024-09-30	$4,133,958	66,666	+10.0%	Shares	Sole	2025-12-09
2024-06-30	$3,209,293	60,587	-9.5%	Shares	Sole	2025-12-09
2024-03-31	$3,574,218	66,958	-26.7%	Shares	Sole	2025-12-09
2023-12-31	$4,771,132	91,401	-47.8%	Shares	Sole	2025-12-09
2023-09-30	$8,870,421	174,959	+302.1%	Shares	Sole	2025-12-09
2023-06-30	$2,541,620	43,506	-13.2%	Shares	Sole	2025-12-09
2023-03-31	$3,063,517	50,123	+2.3%	Shares	Sole	2025-12-09
2022-12-31	$3,084,513	49,015	-14.8%	Shares	Sole	2025-12-09
2022-09-30	$3,416,153	57,511	+1.6%	Shares	Sole	2025-12-09
2022-06-30	$3,691,714	56,578	-20.3%	Shares	Sole	2025-12-09
2022-03-31	$4,850,499	70,976	-39.1%	Shares	Sole	2025-12-09
2021-12-31	$7,994,299	116,518	+99.7%	Shares	Sole	2025-12-29
2021-09-30	$3,629,805	58,357	+240.9%	Shares	Sole	2025-12-29
2021-06-30	$1,034,440	17,118	-83.2%	Shares	Sole	2025-12-29
2021-03-31	$6,069,619	101,959	-8.2%	Shares	Sole	2025-12-29
2020-12-31	$6,162,275	111,012	+428.0%	Shares	Defined	2025-12-29
2020-09-30	$1,068,541	21,026	-30.1%	Shares	Sole	2025-12-29
2020-06-30	$1,782,494	30,064	-39.7%	Shares	Defined	2025-12-29
2020-03-31	$2,744,462	49,854	—	Shares	Sole	2025-12-29
No filing history on record for this holder in this stock.