Position in EVRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$446,238
+$74,896 QoQ
Shares Held
5,163
+13.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#534
of 935 holders
Holding Since
Mar 2020
19 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. EVRG ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in EVRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,238 | 5,163 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $371,342 | 4,533 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $339,832 | 4,688 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $350,907 | 4,616 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $617,474 | 8,958 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $705,082 | 10,226 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $646,828 | 10,509 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,518,438 | 24,487 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,220,587 | 23,043 | Shares | Sole | 2024-08-12 | |
| 2023-03-31 | $210,252 | 3,440 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $258,256 | 3,779 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $259,208 | 3,778 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $248,986 | 4,003 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $266,798 | 4,415 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $253,062 | 4,251 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $230,810 | 4,158 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $234,737 | 4,619 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $282,694 | 4,768 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $274,534 | 4,987 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||