Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,929
+$1,718 QoQ
Shares Held
381
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#777
of 935 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. EVRG ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
18,600 | $2,171,922 | |
| 2 | NEE |
Nextera Energy Inc
|
24,109 | $2,116,046 | |
| 3 | ED |
Consolidated Edison Inc
|
8,200 | $907,166 | |
| 4 | SO |
Southern Co
|
7,271 | $695,907 | |
| 5 | DUK |
Duke Energy CORP
|
2,705 | $342,398 | |
| 6 | AEE |
Ameren Corp
|
2,053 | $232,071 | |
| 7 | ETR |
Entergy Corp /De/
|
850 | $97,631 | |
| 8 | EXC |
Exelon Corp
|
1,591 | $74,172 |
All Filings in EVRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,929 | 381 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,211 | 381 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,618 | 381 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $28,963 | 381 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,262 | 381 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $32,475 | 471 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||