Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,328,256
-$204,221 QoQ
Shares Held
15,368
-17.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#365
of 935 holders
Holding Since
Dec 2020
23 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. EVRG ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,328,256 | 15,368 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,532,477 | 18,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,390,865 | 19,187 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,569,889 | 20,651 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,414,995 | 20,528 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,400,788 | 20,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,478,987 | 40,276 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $612,286 | 9,874 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $347,853 | 6,567 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $345,849 | 6,479 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $353,289 | 6,768 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $333,960 | 6,587 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $383,235 | 6,560 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $401,313 | 6,566 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $377,139 | 5,993 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $449,955 | 7,575 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $244,100 | 3,741 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $267,756 | 3,918 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $268,608 | 3,915 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $243,326 | 3,912 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $260,332 | 4,308 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $271,278 | 4,557 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $233,974 | 4,215 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||