Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$236,904
-$225,074 QoQ
Shares Held
2,741
-57.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#649
of 935 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. EVRG ranks #26 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,904 | 2,741 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $461,978 | 6,373 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $195,295 | 2,569 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $180,596 | 2,620 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $165,446 | 2,688 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $126,066 | 2,033 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $100,537 | 1,898 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $91,973 | 1,723 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $95,056 | 1,821 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $81,373 | 1,605 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $111,406 | 1,907 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $256,459 | 4,196 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $126,048 | 2,003 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $100,148 | 1,686 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $146,355 | 2,243 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $148,571 | 2,174 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $70,161 | 1,128 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $68,165 | 1,128 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $68,280 | 1,147 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $83,875 | 1,511 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $72,469 | 1,426 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $84,547 | 1,426 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $77,400 | 1,406 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||