Baird Financial Group, Inc.

Position in EVRG — Evergy, Inc.

CIK 1648711 MILWAUKEE, WI

Back to EVRG Full portfolio

Position in EVRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,990,473

+$21,860 QoQ

Shares Held

46,170

-4.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#228

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Common Shares in EVRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. EVRG ranks #9 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	753,875	$95,425,495
2	AEP	American Electric Power Co Inc	625,314	$85,549,207
3	NEE	Nextera Energy Inc	888,425	$77,977,061
4	WEC	Wec Energy Group, Inc.	561,785	$65,599,634
5	SO	Southern Co	298,169	$28,537,753
6	ETR	Entergy Corp /De/	177,320	$20,366,974
7	D	Dominion Energy, Inc	147,840	$10,095,992
8	DTE	Dte Energy Co	33,781	$5,147,209

All Filings in EVRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,990,473	46,170	-4.7%	Shares	Defined	2026-08-12
2026-03-31	$3,968,613	48,445	+1.6%	Shares	Defined	2026-05-14
2025-12-31	$3,456,467	47,682	+0.5%	Shares	Defined	2026-02-13
2025-09-30	$3,608,516	47,468	+19.4%	Shares	Defined	2025-11-13
2025-06-30	$2,739,346	39,741	+3.8%	Shares	Defined	2025-08-13
2025-03-31	$2,640,991	38,303	-9.1%	Shares	Defined	2025-05-15
2024-12-31	$2,594,763	42,157	+19.1%	Shares	Defined	2025-02-14
2024-09-30	$2,194,471	35,389	-4.1%	Shares	Defined	2024-11-14
2024-06-30	$1,953,797	36,885	+53.8%	Shares	Defined	2024-08-14
2024-03-31	$1,279,838	23,976	+8.7%	Shares	Defined	2024-05-14
2023-12-31	$1,150,905	22,048	-4.5%	Shares	Defined	2024-02-14
2023-09-30	$1,170,409	23,085	+5.3%	Shares	Defined	2023-11-13
2023-06-30	$1,280,156	21,913	+1.7%	Shares	Defined	2023-08-11
2023-03-31	$1,317,013	21,548	+12.0%	Shares	Defined	2023-05-15
2022-12-31	$1,211,149	19,246	+3.0%	Shares	Defined	2023-02-13
2022-09-30	$1,109,413	18,677	+5.7%	Shares	Defined	2022-11-15
2022-06-30	$1,152,705	17,666	+1.8%	Shares	Defined	2022-08-08
2022-03-31	$1,185,903	17,353	-48.7%	Shares	Defined	2022-05-13
2021-12-31	$2,322,516	33,851	-1.1%	Shares	Defined	2022-02-09
2021-09-30	$2,128,732	34,224	-5.7%	Shares	Defined	2021-11-12
2021-06-30	$2,194,273	36,311	+20.0%	Shares	Defined	2021-08-11
2021-03-31	$1,801,376	30,260	-8.8%	Shares	Defined	2021-05-13
2020-12-31	$1,840,989	33,165	-12.5%	Shares	Defined	2021-02-11
2020-09-30	$1,925,468	37,888	-25.8%	Shares	Defined	2020-11-12
2020-06-30	$3,026,102	51,039	+7.8%	Shares	Defined	2020-10-22
2020-03-31	$2,606,782	47,353	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.