Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,814,673
+$515,347 QoQ
Shares Held
44,136
+9.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 935 holders
Holding Since
Mar 2020
26 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, 2026OSAIC HOLDINGS, INC. holds $489,887,390 across 42 Utilities - Regulated Electric names. EVRG ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,119,907 | $98,294,235 | |
| 2 | DUK |
Duke Energy CORP
|
626,941 | $79,358,190 | |
| 3 | SO |
Southern Co
|
621,416 | $59,475,723 | |
| 4 | AEP |
American Electric Power Co Inc
|
253,646 | $34,701,307 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
251,293 | $29,343,482 | |
| 6 | D |
Dominion Energy, Inc
|
347,590 | $23,736,920 | |
| 7 | ED |
Consolidated Edison Inc
|
172,840 | $19,121,287 | |
| 8 | DTE |
Dte Energy Co
|
89,624 | $13,656,007 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,814,673 | 44,136 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,299,326 | 40,275 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,060,889 | 42,225 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,738,282 | 49,175 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,973,845 | 43,143 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $2,528,947 | 36,678 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,798,799 | 45,472 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,867,242 | 30,112 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,701,764 | 32,127 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,976,551 | 37,028 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,342,667 | 102,350 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,703,892 | 92,779 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,380,850 | 74,989 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $5,209,559 | 85,235 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,781,039 | 75,974 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,377,361 | 73,693 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,423,424 | 67,792 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,955,516 | 57,880 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,932,653 | 57,319 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,548,518 | 40,973 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,610,209 | 43,194 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $2,537,699 | 42,629 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,291,061 | 41,273 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,192,217 | 43,137 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,781,288 | 46,910 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,569,786 | 56,362 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||