Position in EVRG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$345
+$18 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#928
of 935 holders
Holding Since
Sep 2024
8 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, 2026West Branch Capital LLC holds $350,159 across 9 Utilities - Regulated Electric names. EVRG ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,331 | $168,477 | |
| 2 | NEE |
Nextera Energy Inc
|
850 | $74,604 | |
| 3 | ED |
Consolidated Edison Inc
|
450 | $49,783 | |
| 4 | ES |
Eversource Energy
|
478 | $34,545 | |
| 5 | SO |
Southern Co
|
156 | $14,930 | |
| 6 | AEP |
American Electric Power Co Inc
|
50 | $6,840 | |
| 7 | D |
Dominion Energy, Inc
|
6 | $409 | |
| 8 | EVRG |
Evergy, Inc.
This page
|
4 | $345 |
All Filings in EVRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345 | 4 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $327 | 4 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $289 | 4 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $304 | 4 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $275 | 4 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $275 | 4 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $246 | 4 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $248 | 4 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||