CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in EVRG — Evergy, Inc.
CIK 1766904
RICHMOND, VA
Position in EVRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$159,200
+$24,199 QoQ
Shares Held
1,842
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#689
of 935 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. EVRG ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,200 | 1,842 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $135,001 | 1,648 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $84,303 | 1,163 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $74,420 | 979 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $57,347 | 832 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $33,645 | 488 | Shares | Other | 2025-05-09 | |
| 2023-09-30 | $0 | 0 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $305 | 5 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,571 | 311 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||