Integrated Wealth Concepts LLC

Position in EVRG — Evergy, Inc.

CIK 1737109 WALTHAM, MA

Position in EVRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$953,150

-$2,856 QoQ

Shares Held

11,028

-5.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#404

of 935 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. EVRG ranks #19 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	76,958	$10,528,623
2	SO	Southern Co	99,526	$9,524,116
3	NEE	Nextera Energy Inc	83,111	$7,294,652
4	DUK	Duke Energy CORP	52,478	$6,642,665
5	ED	Consolidated Edison Inc	54,754	$6,057,435
6	D	Dominion Energy, Inc	83,212	$5,682,547
7	EIX	Edison International	75,192	$5,598,044
8	ES	Eversource Energy	67,933	$4,909,517

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,150	11,028	-5.5%	Shares	Sole	2026-08-12
2026-03-31	$956,006	11,670	+16.5%	Shares	Other	2026-05-15
2025-03-31	$690,603	10,016	-5.4%	Shares	Other	2025-05-15
2024-12-31	$651,568	10,586	+70.9%	Shares	Other	2025-02-14
2024-09-30	$384,089	6,194	+1.4%	Shares	Other	2024-11-14
2024-06-30	$323,434	6,106	+5.0%	Shares	Other	2024-08-14
2024-03-31	$310,351	5,814	-4.0%	Shares	Other	2024-05-15
2023-12-31	$316,279	6,059	-23.3%	Shares	Other	2024-02-13
2023-09-30	$400,377	7,897	-5.9%	Shares	Other	2023-11-15
2023-06-30	$490,085	8,389	+59.3%	Shares	Other	2023-08-15
2023-03-31	$321,919	5,267	—	Shares	Other	2023-05-03
No filing history on record for this holder in this stock.