Position in EVRG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,161,041
+$434,911 QoQ
Shares Held
63,001
-3.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Summit Global Investments holds $29,965,402 across 13 Utilities - Regulated Electric names. EVRG ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
38,444 | $5,621,281 | |
| 2 | CMS |
Cms Energy Corp
|
70,243 | $5,449,451 | |
| 3 | EVRG |
Evergy, Inc.
This page
|
63,001 | $5,161,041 | |
| 4 | EXC |
Exelon Corp
|
64,110 | $3,142,672 | |
| 5 | ED |
Consolidated Edison Inc
|
27,005 | $3,056,425 | |
| 6 | AEE |
Ameren Corp
|
17,346 | $1,906,672 | |
| 7 | NGG |
National Grid PLC
|
15,678 | $1,326,358 | |
| 8 | DUK |
Duke Energy CORP
|
8,965 | $1,173,877 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,161,041 | 63,001 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,726,130 | 65,197 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,087,172 | 40,610 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,388,156 | 92,676 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,873,291 | 201,208 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $9,498,026 | 154,314 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,137,537 | 115,103 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,937,269 | 130,966 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,140,248 | 115,029 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,683,944 | 147,202 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $4,960,792 | 84,916 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,349,344 | 87,522 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,507,696 | 87,521 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,198,688 | 87,520 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,596,209 | 116,417 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,525,212 | 22,318 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,931,302 | 28,149 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,733,140 | 27,864 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $314,054 | 5,197 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $613,337 | 10,303 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $504,363 | 9,086 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $346,897 | 6,826 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $579,796 | 9,779 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,709,960 | 212,715 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||