Position in EVRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$142,782
+$38,007 QoQ
Shares Held
1,652
+29.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#693
of 935 holders
Holding Since
Dec 2022
10 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, 2026First Command Advisory Services, Inc. holds $3,651,859 across 23 Utilities - Regulated Electric names. EVRG ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,188 | $783,277 | |
| 2 | NEE |
Nextera Energy Inc
|
8,743 | $767,373 | |
| 3 | D |
Dominion Energy, Inc
|
6,496 | $443,611 | |
| 4 | SO |
Southern Co
|
2,009 | $192,280 | |
| 5 | DTE |
Dte Energy Co
|
3,162 | $158,885 | |
| 6 | EVRG |
Evergy, Inc.
This page
|
1,652 | $142,782 | |
| 7 | EXC |
Exelon Corp
|
2,865 | $133,566 | |
| 8 | PPL |
PPL Corp
|
3,548 | $128,969 |
All Filings in EVRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,782 | 1,652 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $104,775 | 1,279 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $88,800 | 1,225 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $93,124 | 1,225 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $72,514 | 1,052 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $72,535 | 1,052 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $20,434 | 332 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $15,660 | 300 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,210 | 300 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $3,838 | 61 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||