OneDigital Investment Advisors LLC

Position in EVRG — Evergy, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in EVRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,048,655

+$68,401 QoQ

Shares Held

12,133

+1.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#395

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. EVRG ranks #9 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	161,372	$15,444,914
2	DUK	Duke Energy CORP	39,454	$4,994,087
3	NEE	Nextera Energy Inc	31,754	$2,787,048
4	ED	Consolidated Edison Inc	15,961	$1,765,765
5	D	Dominion Energy, Inc	25,364	$1,732,107
6	AEP	American Electric Power Co Inc	12,251	$1,676,059
7	ETR	Entergy Corp /De/	10,096	$1,159,626
8	XEL	Xcel Energy Inc	14,189	$1,139,376

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,048,655	12,133	+1.4%	Shares	Sole	2026-08-07
2026-03-31	$980,254	11,966	-6.8%	Shares	Sole	2026-05-08
2025-12-31	$931,134	12,845	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$993,733	13,072	+6.9%	Shares	Sole	2025-11-10
2025-06-30	$842,944	12,229	+243.1%	Shares	Sole	2025-08-07
2025-03-31	$245,737	3,564	-42.0%	Shares	Sole	2025-04-29
2024-12-31	$378,409	6,148	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$382,415	6,167	-5.1%	Shares	Sole	2024-11-06
2024-06-30	$344,357	6,501	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$338,482	6,341	+14.2%	Shares	Sole	2024-05-10
2023-12-31	$289,866	5,553	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$282,956	5,581	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$324,464	5,554	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$336,893	5,512	+9.7%	Shares	Sole	2023-05-10
2022-12-31	$316,160	5,024	-0.3%	Shares	Sole	2023-02-02
2022-09-30	$299,257	5,038	+16.5%	Shares	Sole	2022-11-08
2022-06-30	$282,206	4,325	-23.8%	Shares	Sole	2022-08-08
2022-03-31	$387,829	5,675	+2.3%	Shares	Sole	2022-05-05
2021-12-31	$380,511	5,546	+0.7%	Shares	Sole	2022-02-23
2021-09-30	$342,535	5,507	-2.5%	Shares	Sole	2021-11-05
2021-06-30	$341,248	5,647	-3.7%	Shares	Sole	2021-08-09
2021-03-31	$349,024	5,863	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$325,233	5,859	+1.4%	Shares	Sole	2021-02-08
2020-09-30	$293,536	5,776	-40.8%	Shares	Sole	2020-10-09
2020-06-30	$578,729	9,761	+6.7%	Shares	Sole	2020-08-14
2020-03-31	$503,377	9,144	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.