Position in EVRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,336
+$2,320 QoQ
Shares Held
351
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#782
of 935 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. EVRG ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
125,886 | $15,934,649 | |
| 2 | DTE |
Dte Energy Co
|
89,506 | $13,638,029 | |
| 3 | D |
Dominion Energy, Inc
|
143,813 | $9,820,989 | |
| 4 | XEL |
Xcel Energy Inc
|
64,991 | $5,218,777 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,167 | $433,277 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 | |
| 7 | SO |
Southern Co
|
2,780 | $266,073 | |
| 8 | NEE |
Nextera Energy Inc
|
1,861 | $163,339 |
All Filings in EVRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,336 | 351 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,016 | 342 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $24,574 | 339 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $25,542 | 336 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,609 | 328 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||