Position in EVRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,059,150
+$454,361 QoQ
Shares Held
127,955
-1.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#139
of 935 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $35,920,502 across 13 Utilities - Regulated Electric names. EVRG ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
127,955 | $11,059,150 | |
| 2 | FE |
Firstenergy Corp
|
207,782 | $9,877,956 | |
| 3 | D |
Dominion Energy, Inc
|
107,566 | $7,345,682 | |
| 4 | NEE |
Nextera Energy Inc
|
27,475 | $2,411,480 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
22,874 | $1,856,453 | |
| 6 | SO |
Southern Co
|
10,610 | $1,015,483 | |
| 7 | DUK |
Duke Energy CORP
|
3,348 | $423,789 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,898 | $396,475 |
All Filings in EVRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,059,150 | 127,955 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,604,789 | 129,453 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,395,211 | 129,607 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,050,756 | 132,212 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,014,941 | 130,784 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,715,211 | 126,399 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,859,750 | 127,697 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,190,156 | 132,078 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,001,998 | 132,188 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,676,823 | 125,081 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,017,720 | 115,282 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,566,214 | 149,235 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,820,835 | 150,990 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,046,737 | 148,016 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,238,124 | 146,800 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||