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Equibles

Summit Global Investments

Position in EVRG — Evergy, Inc.

CIK 1697953 BOUNTIFUL, UT
Back to EVRG Full portfolio

Position in EVRG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$5,444,398
+$283,357 QoQ
Shares Held
62,992
-0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#204
of 941 holders
Holding Since
Mar 2020
25 quarters on record

Common Shares in EVRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. EVRG ranks #1 (16.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EVRG
Evergy, Inc.
This page 		62,992 $5,444,398
2 ED
Consolidated Edison Inc
 41,488 $4,589,817
3 DTE
Dte Energy Co
 29,060 $4,427,872
4 DUK
Duke Energy CORP
 23,397 $2,961,592
5 CMS
Cms Energy Corp
 34,813 $2,663,194
6 PEG
Public Service Enterprise Group Inc
 31,733 $2,575,450
7 PPL
PPL Corp
 57,691 $2,097,067
8 AEE
Ameren Corp
 18,370 $2,076,544

All Filings in EVRG

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,444,398 62,992
2026-03-31 $5,161,041 63,001
2025-12-31 $4,726,130 65,197
2025-09-30 $3,087,172 40,610
2025-06-30 $6,388,156 92,676
2025-03-31 $13,873,291 201,208
2024-12-31 $9,498,026 154,314
2024-09-30 $7,137,537 115,103
2024-06-30 $6,937,269 130,966
2024-03-31 $6,140,248 115,029
2023-12-31 $7,683,944 147,202
2023-06-30 $4,960,792 84,916
2023-03-31 $5,349,344 87,522
2022-12-31 $5,507,696 87,521
2022-09-30 $5,198,688 87,520
2022-06-30 $7,596,209 116,417
2022-03-31 $1,525,212 22,318
2021-12-31 $1,931,302 28,149
2021-09-30 $1,733,140 27,864
2021-06-30 $314,054 5,197
2021-03-31 $613,337 10,303
2020-12-31 $504,363 9,086
2020-09-30 $346,897 6,826
2020-06-30 $579,796 9,779
2020-03-31 $11,709,960 212,715