Waterfront Wealth Inc.

Position in EVRG — Evergy, Inc.

CIK 1775210 OVERLAND PARK, KS

Position in EVRG

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

Position Value

$524,370

+$27,362 QoQ

Shares Held

6,067

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#504

of 935 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waterfront Wealth Inc. holds $2,055,441 across 5 Utilities - Regulated Electric names. EVRG ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	7,254	$819,992
2	EVRG	Evergy, Inc. This page	6,067	$524,370
3	IDA	Idacorp Inc	1,600	$242,080
4	DUK	Duke Energy CORP	1,903	$240,881
5	OGE	Oge Energy Corp.	4,688	$228,118

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$524,370	6,067	0.0%	Shares	Sole	2026-07-30
2026-03-31	$497,008	6,067	0.0%	Shares	Sole	2026-04-30
2025-12-31	$439,796	6,067	0.0%	Shares	Sole	2026-01-27
2025-09-30	$461,213	6,067	0.0%	Shares	Sole	2025-11-06
2025-06-30	$418,198	6,067	+0.4%	Shares	Sole	2025-08-04
2025-03-31	$416,526	6,041	0.0%	Shares	Sole	2025-04-25
2024-12-31	$371,823	6,041	0.0%	Shares	Sole	2025-02-03
2024-09-30	$374,602	6,041	0.0%	Shares	Sole	2024-10-31
2024-06-30	$319,991	6,041	-6.2%	Shares	Sole	2024-08-01
2024-03-31	$343,820	6,441	0.0%	Shares	Sole	2024-05-13
2023-12-31	$336,220	6,441	0.0%	Shares	Sole	2024-01-31
2023-09-30	$326,558	6,441	0.0%	Shares	Sole	2023-11-09
2023-06-30	$376,283	6,441	0.0%	Shares	Sole	2023-07-28
2023-03-31	$393,673	6,441	0.0%	Shares	Sole	2023-04-19
2022-12-31	$405,332	6,441	0.0%	Shares	Sole	2023-01-31
2022-09-30	$382,595	6,441	0.0%	Shares	Sole	2022-11-02
2022-06-30	$420,275	6,441	0.0%	Shares	Sole	2022-07-25
2022-03-31	$440,177	6,441	0.0%	Shares	Sole	2022-05-13
2021-12-31	$441,917	6,441	0.0%	Shares	Sole	2022-02-14
2021-09-30	$400,630	6,441	0.0%	Shares	Sole	2021-11-02
2021-06-30	$389,229	6,441	0.0%	Shares	Sole	2021-08-04
2021-03-31	$383,432	6,441	0.0%	Shares	Sole	2021-04-23
2020-12-31	$357,539	6,441	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.