Valeo Financial Advisors, LLC

Position in EVRG — Evergy, Inc.

CIK 1722641 CARMEL, IN

Position in EVRG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$380,119

+$173,845 QoQ

Shares Held

4,398

+74.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#563

of 935 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. EVRG ranks #9 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	26,287	$2,307,209
2	DUK	Duke Energy CORP	16,334	$2,067,557
3	SO	Southern Co	20,147	$1,928,269
4	ETR	Entergy Corp /De/	9,518	$1,093,237
5	AEP	American Electric Power Co Inc	6,346	$868,196
6	D	Dominion Energy, Inc	11,885	$811,626
7	ED	Consolidated Edison Inc	4,364	$482,789
8	NGG	National Grid PLC	5,274	$437,056

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,119	4,398	+74.7%	Shares	Sole	2026-07-08
2026-03-31	$206,274	2,518	-39.0%	Shares	Sole	2026-05-08
2025-12-31	$299,456	4,131	-17.2%	Shares	Sole	2026-02-04
2025-09-30	$379,415	4,991	-0.3%	Shares	Sole	2025-11-03
2025-06-30	$345,132	5,007	+13.4%	Shares	Sole	2025-09-12
2025-03-31	$304,345	4,414	+2.9%	Shares	Sole	2025-04-30
2024-12-31	$263,926	4,288	+0.0%	Shares	Sole	2025-01-30
2024-09-30	$265,774	4,286	-0.2%	Shares	Sole	2024-10-10
2024-06-30	$227,559	4,296	+2.3%	Shares	Sole	2024-07-10
2024-03-31	$224,089	4,198	-13.8%	Shares	Sole	2024-04-25
2023-09-30	$246,909	4,870	+650.4%	Shares	Sole	2023-10-20
2021-03-31	$38,634	649	+5.0%	Shares	Sole	2021-04-12
2020-12-31	$34,305	618	-9.0%	Shares	Sole	2021-02-11
2020-09-30	$34,506	679	+5.9%	Shares	Sole	2020-10-28
2020-06-30	$38,004	641	+220.5%	Shares	Sole	2020-07-20
2020-03-31	$11,010	200	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.