Position in EVRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,926
+$257 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#863
of 935 holders
Holding Since
Dec 2025
3 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, 2026IFS Advisors, LLC holds $680,944 across 13 Utilities - Regulated Electric names. EVRG ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,725 | $151,403 | |
| 2 | LNT |
Alliant Energy Corp
|
1,553 | $118,478 | |
| 3 | XEL |
Xcel Energy Inc
|
1,450 | $116,435 | |
| 4 | AEP |
American Electric Power Co Inc
|
759 | $103,838 | |
| 5 | ED |
Consolidated Edison Inc
|
332 | $36,729 | |
| 6 | SO |
Southern Co
|
348 | $33,307 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
328 | $26,620 | |
| 8 | EIX |
Edison International
|
352 | $26,206 |
All Filings in EVRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,926 | 57 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,669 | 57 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $4,131 | 57 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||