Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$526,358
-$127,199 QoQ
Shares Held
6,090
-23.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#503
of 935 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026World Investment Advisors holds $40,782,098 across 25 Utilities - Regulated Electric names. EVRG ranks #15 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
97,995 | $8,601,021 | |
| 2 | ETR |
Entergy Corp /De/
|
64,313 | $7,386,991 | |
| 3 | DUK |
Duke Energy CORP
|
31,502 | $3,987,523 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
27,344 | $3,192,958 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
36,358 | $2,950,815 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,075 | $2,883,270 | |
| 7 | SO |
Southern Co
|
22,194 | $2,124,187 | |
| 8 | ED |
Consolidated Edison Inc
|
14,583 | $1,613,317 |
All Filings in EVRG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,358 | 6,090 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $653,557 | 7,978 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $660,093 | 9,106 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $401,537 | 5,282 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $425,297 | 6,170 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $400,461 | 5,808 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $360,005 | 5,849 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $354,387 | 5,715 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $291,493 | 5,503 | Shares | Sole | 2024-08-15 | |
| 2023-03-31 | $210,802 | 3,449 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $217,045 | 3,449 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $211,345 | 3,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $232,159 | 3,558 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $243,153 | 3,558 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $244,114 | 3,558 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $221,307 | 3,558 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $215,009 | 3,558 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $210,140 | 3,530 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||