Position in EVRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$336,471
+$17,557 QoQ
Shares Held
3,893
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#584
of 935 holders
Holding Since
Dec 2024
7 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, 2026Legacy Financial Strategies, LLC holds $3,963,229 across 3 Utilities - Regulated Electric names. EVRG ranks #3 (8.5% of the industry book) .
All Filings in EVRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,471 | 3,893 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $318,914 | 3,893 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $282,203 | 3,893 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $295,945 | 3,893 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $268,344 | 3,893 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $264,147 | 3,831 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $235,798 | 3,831 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||