Position in EVRG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$643,563
-$179,488 QoQ
Shares Held
7,856
-30.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in EVRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $643,563 | 7,856 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $823,051 | 11,354 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $846,026 | 11,129 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $744,030 | 10,794 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $671,159 | 9,734 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $450,669 | 7,322 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $442,751 | 7,140 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $407,657 | 7,696 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $313,554 | 5,874 | Shares | Sole | 2024-04-15 | |
| 2021-03-31 | $8,036 | 135 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $3,688 | 67 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||