Beacon Pointe Advisors, LLC

Position in EVRG — Evergy, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in EVRG

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$265,340

-$57,342 QoQ

Shares Held

3,070

-22.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#628

of 935 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. EVRG ranks #24 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	201,628	$17,696,889
2	SO	Southern Co	94,275	$9,023,060
3	DUK	Duke Energy CORP	68,769	$8,704,780
4	AEP	American Electric Power Co Inc	38,831	$5,312,469
5	DTE	Dte Energy Co	28,315	$4,314,356
6	ED	Consolidated Edison Inc	30,390	$3,362,045
7	WEC	Wec Energy Group, Inc.	27,409	$3,200,548
8	D	Dominion Energy, Inc	46,532	$3,177,670

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,340	3,070	-22.1%	Shares	Sole	2026-08-18
2026-03-31	$322,682	3,939	+19.3%	Shares	Sole	2026-05-15
2025-06-30	$227,537	3,301	+7.4%	Shares	Sole	2025-08-13
2025-03-31	$211,952	3,074	-9.9%	Shares	Sole	2025-05-13
2024-09-30	$211,640	3,413	-21.4%	Shares	Sole	2024-11-14
2023-12-31	$226,809	4,345	+4.5%	Shares	Sole	2024-02-08
2023-09-30	$210,759	4,157	+20.6%	Shares	Sole	2023-11-14
2023-06-30	$201,373	3,447	-16.1%	Shares	Sole	2023-08-14
2023-03-31	$251,019	4,107	+18.6%	Shares	Sole	2023-05-12
2022-12-31	$217,989	3,464	+6.8%	Shares	Sole	2023-02-14
2022-03-31	$221,558	3,242	-17.1%	Shares	Sole	2022-05-17
2021-09-30	$243,264	3,911	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.