Avantra Family Wealth, Inc.

Position in EVRG — Evergy, Inc.

CIK 1774744 MECHANICSBURG, PA

Position in EVRG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$613,134

+$329,036 QoQ

Shares Held

7,094

+104.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#477

of 935 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,988,027 across 5 Utilities - Regulated Electric names. EVRG ranks #4 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	4,470	$681,093
2	D	Dominion Energy, Inc	9,578	$654,081
3	NEE	Nextera Energy Inc	7,176	$629,837
4	EVRG	Evergy, Inc. This page	7,094	$613,134
5	AEP	American Electric Power Co Inc	2,996	$409,882

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,134	7,094	+104.6%	Shares	Sole	2026-07-29
2026-03-31	$284,098	3,468	+5.2%	Shares	Sole	2026-04-22
2025-12-31	$238,927	3,296	+1.9%	Shares	Sole	2026-01-21
2025-09-30	$245,772	3,233	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.