Position in EVRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$637,680
-$35,128 QoQ
Shares Held
7,378
-10.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#469
of 935 holders
Holding Since
Mar 2020
24 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. EVRG ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
This page
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,680 | 7,378 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $672,808 | 8,213 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,369,040 | 184,426 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $16,744,393 | 220,263 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,716,108 | 228,001 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $14,825,146 | 215,013 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,295,046 | 216,004 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $230,553 | 3,718 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $196,942 | 3,718 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $198,466 | 3,718 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $194,079 | 3,718 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $188,502 | 3,718 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $217,205 | 3,718 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $227,244 | 3,718 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $233,973 | 3,718 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $220,849 | 3,718 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $241,490 | 3,701 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $252,926 | 3,701 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $252,073 | 3,674 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $228,522 | 3,674 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $222,019 | 3,674 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $218,713 | 3,674 | Shares | Sole | 2021-04-14 | |
| 2020-06-30 | $10,138 | 171 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,413 | 171 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||