Lido Advisors, LLC

Position in EVRG — Evergy, Inc.

CIK 1650150 Los Angeles, CA

Position in EVRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,799,385

+$214,398 QoQ

Shares Held

20,819

+7.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#316

of 935 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. EVRG ranks #17 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	330,323	$28,992,448
2	SO	Southern Co	163,484	$15,647,052
3	DUK	Duke Energy CORP	95,906	$12,139,779
4	AEP	American Electric Power Co Inc	74,857	$10,241,183
5	D	Dominion Energy, Inc	102,192	$6,978,690
6	DTE	Dte Energy Co	44,847	$6,833,336
7	ED	Consolidated Edison Inc	56,499	$6,250,484
8	FE	Firstenergy Corp	97,434	$4,632,012

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,799,385	20,819	+7.6%	Shares	Defined	2026-08-07
2026-03-31	$1,584,987	19,348	-12.5%	Shares	Defined	2026-05-13
2025-12-31	$1,603,187	22,116	+0.0%	Shares	Defined	2026-02-10
2025-09-30	$1,680,649	22,108	+10.3%	Shares	Defined	2025-11-14
2025-06-30	$1,381,700	20,045	-10.1%	Shares	Defined	2025-08-13
2025-03-31	$1,536,688	22,287	-4.6%	Shares	Sole	2025-05-15
2024-12-31	$1,437,930	23,362	+0.4%	Shares	Defined	2025-02-14
2024-09-30	$1,442,537	23,263	+10.8%	Shares	Sole	2024-11-14
2024-06-30	$1,112,051	20,994	-36.4%	Shares	Defined	2024-08-15
2024-03-31	$1,761,699	33,003	+398.0%	Shares	Defined	2024-05-15
2023-12-31	$345,929	6,627	+7.1%	Shares	Sole	2024-02-14
2023-09-30	$313,680	6,187	-10.1%	Shares	Sole	2023-11-14
2023-06-30	$402,221	6,885	-14.5%	Shares	Sole	2023-08-09
2023-03-31	$491,954	8,049	+57.9%	Shares	Defined	2023-05-15
2022-12-31	$320,754	5,097	+12.0%	Shares	Sole	2023-02-14
2022-09-30	$270,329	4,551	+6.9%	Shares	Sole	2022-11-14
2022-06-30	$277,769	4,257	+1.6%	Shares	Sole	2022-08-15
2022-03-31	$286,344	4,190	-0.8%	Shares	Sole	2022-05-17
2021-12-31	$289,740	4,223	-4.3%	Shares	Sole	2022-02-15
2021-09-30	$274,550	4,414	+8.6%	Shares	Sole	2022-02-15
2021-06-30	$245,647	4,065	+1.4%	Shares	Sole	2021-08-12
2021-03-31	$238,715	4,010	-2.3%	Shares	Sole	2021-05-13
2020-12-31	$227,924	4,106	+5.8%	Shares	Sole	2021-02-08
2020-06-30	$230,163	3,882	0.0%	Shares	Sole	2020-08-12
2020-03-31	$213,704	3,882	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.