CX Institutional

Position in EVRG — Evergy, Inc.

CIK 1737089 AUBURN, IN

Position in EVRG

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$322,211

+$34,836 QoQ

Shares Held

3,728

+6.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#599

of 935 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. EVRG ranks #16 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,211	3,728	+6.3%	Shares	Sole	2026-07-02
2026-03-31	$287,375	3,508	+19.8%	Shares	Sole	2026-04-06
2025-12-31	$212,178	2,927	+16.2%	Shares	Sole	2026-02-02
2025-09-30	$191,570	2,520	+7.9%	Shares	Sole	2025-10-23
2025-06-30	$161,020	2,336	-10.1%	Shares	Sole	2025-07-16
2025-03-31	$179,201	2,599	+89.3%	Shares	Sole	2025-04-15
2022-06-30	$89,588	1,373	-88.1%	Shares	Sole	2022-08-02
2021-12-31	$789,906	11,513	+0.5%	Shares	Sole	2022-01-18
2021-09-30	$712,563	11,456	-45.9%	Shares	Sole	2021-11-10
2021-06-30	$1,280,451	21,189	+2.7%	Shares	Sole	2021-08-04
2021-03-31	$1,228,044	20,629	+3564.1%	Shares	Sole	2021-04-15
2020-12-31	$31,252	563	+44.4%	Shares	Sole	2021-01-12
2020-09-30	$19,819	390	+2.1%	Shares	Sole	2020-10-13
2020-06-30	$22,648	382	+12.7%	Shares	Sole	2020-08-06
2020-03-31	$18,661	339	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.