Position in EVRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$327,915
+$18,422 QoQ
Shares Held
3,794
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#593
of 935 holders
Holding Since
Dec 2020
22 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, 2026Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. EVRG ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
59,870 | $6,623,418 | |
| 2 | AEE |
Ameren Corp
|
27,382 | $3,095,261 | |
| 3 | NEE |
Nextera Energy Inc
|
31,040 | $2,724,380 | |
| 4 | DUK |
Duke Energy CORP
|
18,986 | $2,403,247 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,812 | $795,139 | |
| 6 | SO |
Southern Co
|
7,680 | $735,052 | |
| 7 | D |
Dominion Energy, Inc
|
6,856 | $468,196 | |
| 8 | ES |
Eversource Energy
|
5,355 | $387,005 |
All Filings in EVRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,915 | 3,794 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $309,493 | 3,778 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $272,707 | 3,762 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $284,618 | 3,744 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $251,663 | 3,651 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $244,083 | 3,540 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $212,409 | 3,451 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $273,836 | 4,416 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $251,660 | 4,751 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $232,576 | 4,357 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $230,724 | 4,420 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $226,476 | 4,467 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $267,154 | 4,573 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $397,157 | 6,498 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $235,521 | 3,965 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $258,651 | 3,964 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $270,763 | 3,962 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $271,764 | 3,961 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $252,221 | 4,055 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $244,983 | 4,054 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $257,645 | 4,328 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $207,884 | 3,745 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||