Position in EVRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,029,245
+$762,048 QoQ
Shares Held
127,609
+1.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#142
of 935 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. EVRG ranks #20 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,029,245 | 127,609 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,267,197 | 125,332 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,514,602 | 131,254 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,951,322 | 130,904 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,389,255 | 63,677 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,567,868 | 66,249 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,095,290 | 66,536 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,017,937 | 64,795 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,244,571 | 61,253 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,751,098 | 51,538 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,618,200 | 31,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $901,040 | 17,772 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,046,886 | 17,920 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,096,615 | 17,942 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $960,878 | 15,269 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $217,701 | 3,665 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,719 | 4,057 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $276,777 | 4,050 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $260,237 | 3,793 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $230,575 | 3,707 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $210,296 | 3,480 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $205,973 | 3,460 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $207,329 | 3,735 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||