Position in EVRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$253,326
-$44,288 QoQ
Shares Held
2,931
-19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#637
of 935 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $12,033,762 across 18 Utilities - Regulated Electric names. EVRG ranks #16 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,232 | $1,863,531 | |
| 2 | SO |
Southern Co
|
14,699 | $1,406,841 | |
| 3 | ED |
Consolidated Edison Inc
|
7,921 | $876,299 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,248 | $846,348 | |
| 5 | CNP |
Centerpoint Energy Inc
|
18,974 | $835,614 | |
| 6 | NGG |
National Grid PLC
|
10,017 | $830,108 | |
| 7 | XEL |
Xcel Energy Inc
|
9,552 | $767,025 | |
| 8 | DUK |
Duke Energy CORP
|
6,017 | $761,631 |
All Filings in EVRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,326 | 2,931 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $297,614 | 3,633 | Shares | Other | 2026-04-21 | |
| 2025-09-30 | $279,221 | 3,673 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $223,677 | 3,245 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $257,114 | 3,729 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $198,683 | 3,228 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $85,945 | 1,386 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $22,246 | 420 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,060 | 151 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,645 | 89 | Shares | Sole | 2024-01-23 | |
| 2023-06-30 | $58 | 1 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||