Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$160,068
-$50,056 QoQ
Shares Held
1,852
-27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. EVRG ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
125,697 | $11,032,425 | |
| 2 | DUK |
Duke Energy CORP
|
53,985 | $6,833,421 | |
| 3 | XEL |
Xcel Energy Inc
|
40,998 | $3,292,139 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,966 | $3,141,978 | |
| 5 | SO |
Southern Co
|
30,668 | $2,935,234 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
16,049 | $1,874,041 | |
| 7 | ED |
Consolidated Edison Inc
|
10,533 | $1,165,265 | |
| 8 | D |
Dominion Energy, Inc
|
14,586 | $996,077 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,068 | 1,852 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $210,124 | 2,565 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $185,791 | 2,563 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $194,611 | 2,560 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $292,952 | 4,250 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $168,375 | 2,442 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $164,830 | 2,678 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $96,921 | 1,563 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,153 | 1,230 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $65,497 | 1,227 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $63,892 | 1,224 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $61,904 | 1,221 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $66,540 | 1,139 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $99,992 | 1,636 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $92,821 | 1,475 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $96,940 | 1,632 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $185,962 | 2,850 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $196,340 | 2,873 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $198,214 | 2,889 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $313,114 | 5,034 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $775,921 | 12,840 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $839,253 | 14,098 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $926,461 | 16,690 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $300,295 | 5,909 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $356,985 | 6,021 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $249,816 | 4,538 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||