Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,145,019
+$8,383 QoQ
Shares Held
24,818
-4.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#301
of 935 holders
Holding Since
Mar 2020
26 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, 2026CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. EVRG ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,932 | $3,329,290 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
24,818 | $2,145,019 | |
| 3 | SO |
Southern Co
|
18,749 | $1,794,466 | |
| 4 | DUK |
Duke Energy CORP
|
12,484 | $1,580,224 | |
| 5 | EIX |
Edison International
|
19,185 | $1,428,322 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,801 | $1,340,874 | |
| 7 | AEE |
Ameren Corp
|
5,983 | $676,318 | |
| 8 | ED |
Consolidated Edison Inc
|
5,839 | $645,968 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,019 | 24,818 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,136,636 | 26,082 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,882,637 | 25,971 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,001,834 | 26,333 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,756,611 | 25,484 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $876,491 | 12,712 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $790,794 | 12,848 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $739,468 | 11,925 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $562,593 | 10,621 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $552,642 | 10,353 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $457,793 | 8,770 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $422,178 | 8,327 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $426,983 | 8,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $452,288 | 7,400 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $452,403 | 7,189 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $426,550 | 7,181 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $451,856 | 6,925 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $526,423 | 7,703 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $432,654 | 6,306 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $393,041 | 6,319 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $380,044 | 6,289 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $305,983 | 5,140 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $229,533 | 4,135 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $210,140 | 4,135 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $248,602 | 4,193 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $230,824 | 4,193 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||