Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,489
+$43,931 QoQ
Shares Held
4,437
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 935 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. EVRG ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,249 | $26,001,774 | |
| 2 | PPL |
PPL Corp
|
295,058 | $10,725,358 | |
| 3 | EXC |
Exelon Corp
|
220,583 | $10,283,579 | |
| 4 | ED |
Consolidated Edison Inc
|
77,546 | $8,578,913 | |
| 5 | XEL |
Xcel Energy Inc
|
87,465 | $7,023,439 | |
| 6 | ES |
Eversource Energy
|
84,891 | $6,135,072 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,059 | $2,225,519 | |
| 8 | DUK |
Duke Energy CORP
|
17,146 | $2,170,340 |
All Filings in EVRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,489 | 4,437 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $339,558 | 4,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $289,742 | 3,997 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $317,991 | 4,183 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $280,751 | 4,073 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $494,923 | 7,178 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $482,736 | 7,843 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,609,779 | 25,960 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,340,352 | 25,304 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,235,639 | 23,148 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $851,277 | 16,308 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $473,031 | 9,330 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $672,063 | 11,504 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $271,433 | 4,441 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $241,021 | 3,830 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $246,034 | 4,142 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,279 | 4,556 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $369,514 | 5,407 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $464,832 | 6,775 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $247,307 | 3,976 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $227,700 | 3,768 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||