Position in EVRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$375,279
+$42,930 QoQ
Shares Held
4,342
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#566
of 935 holders
Holding Since
Jun 2025
5 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, 2026Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. EVRG ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,585 | $1,593,009 | |
| 2 | D |
Dominion Energy, Inc
|
22,438 | $1,532,291 | |
| 3 | NEE |
Nextera Energy Inc
|
16,772 | $1,472,078 | |
| 4 | SO |
Southern Co
|
13,698 | $1,311,035 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,331 | $1,002,954 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,609 | $538,192 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
4,342 | $375,279 | |
| 8 | FE |
Firstenergy Corp
|
5,579 | $265,225 |
All Filings in EVRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,279 | 4,342 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $332,349 | 4,057 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $349,546 | 4,822 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $332,359 | 4,372 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $221,403 | 3,212 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||