Position in EVRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$444,077
+$107,550 QoQ
Shares Held
5,138
+25.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#535
of 935 holders
Holding Since
Jun 2020
7 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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. EVRG ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in EVRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,077 | 5,138 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $336,527 | 4,108 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $281,043 | 3,877 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $287,127 | 3,777 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $414,269 | 6,010 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $320,272 | 4,645 | Shares | Sole | 2025-05-02 | |
| 2020-06-30 | $13,636 | 230 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||