Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,417,325
+$5,140,090 QoQ
Shares Held
722,172
+3.3% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#56
of 935 holders
Holding Since
Mar 2020
26 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, 2026Treasurer of the State of North Carolina holds $817,340,874 across 29 Utilities - Regulated Electric names. EVRG ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
810,189 | $102,553,723 | |
| 2 | NEE |
Nextera Energy Inc
|
1,057,682 | $92,832,749 | |
| 3 | ETR |
Entergy Corp /De/
|
641,821 | $73,719,560 | |
| 4 | AEE |
Ameren Corp
|
600,117 | $67,837,225 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
722,172 | $62,417,325 | |
| 6 | SO |
Southern Co
|
582,353 | $55,737,005 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
360,325 | $38,554,775 | |
| 8 | AEP |
American Electric Power Co Inc
|
279,560 | $38,246,603 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,417,325 | 722,172 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,277,235 | 699,185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $46,292,403 | 638,604 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,159,777 | 646,669 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,884,252 | 651,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,207,383 | 293,073 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,057,905 | 277,139 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,740,715 | 269,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,239,183 | 268,816 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,337,593 | 118,726 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,159,652 | 118,001 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $6,343,279 | 125,114 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,686,193 | 97,333 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,941,047 | 97,203 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,610,984 | 152,725 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,659,810 | 95,283 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,136,958 | 94,053 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,759,353 | 84,275 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,689,964 | 82,932 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,124,782 | 82,392 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,811,013 | 79,613 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,943,549 | 83,043 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,621,374 | 83,253 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,220,753 | 83,053 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,928,362 | 83,123 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,176,241 | 94,028 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||