Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$296,627
+$17,690 QoQ
Shares Held
3,432
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#611
of 935 holders
Holding Since
Dec 2025
3 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, 2026Pinion Investment Advisors, LLC holds $4,929,050 across 9 Utilities - Regulated Electric names. EVRG ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,647 | $1,461,107 | |
| 2 | SO |
Southern Co
|
9,082 | $869,238 | |
| 3 | DTE |
Dte Energy Co
|
5,085 | $774,801 | |
| 4 | OGE |
Oge Energy Corp.
|
9,628 | $468,498 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,701 | $369,523 | |
| 6 | EVRG |
Evergy, Inc.
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|
3,432 | $296,627 | |
| 7 | ETR |
Entergy Corp /De/
|
2,411 | $276,927 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,571 | $208,662 |
All Filings in EVRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,627 | 3,432 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $278,937 | 3,405 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $244,001 | 3,366 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||