Position in EVRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$261,191
+$9,206 QoQ
Shares Held
3,022
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#630
of 935 holders
Holding Since
Mar 2020
19 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, 2026Bedel Financial Consulting, Inc. holds $3,696,670 across 8 Utilities - Regulated Electric names. EVRG ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,182 | $805,904 | |
| 2 | DUK |
Duke Energy CORP
|
4,834 | $611,887 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,867 | $529,044 | |
| 4 | SO |
Southern Co
|
4,539 | $434,427 | |
| 5 | FE |
Firstenergy Corp
|
9,014 | $428,525 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
3,690 | $394,830 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
3,022 | $261,191 | |
| 8 | EXC |
Exelon Corp
|
4,952 | $230,862 |
All Filings in EVRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,191 | 3,022 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $251,985 | 3,076 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $222,979 | 3,076 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $233,837 | 3,076 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $209,960 | 3,046 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $210,021 | 3,046 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $192,097 | 3,121 | Shares | Sole | 2025-02-06 | |
| 2022-12-31 | $200,117 | 3,180 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $198,396 | 3,340 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $259,107 | 3,971 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $286,822 | 4,197 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $353,478 | 5,152 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $164,208 | 2,640 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $159,535 | 2,640 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $9,524 | 160 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,826 | 159 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,080 | 159 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $9,427 | 159 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $8,752 | 159 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||