TRANSCEND CAPITAL ADVISORS, LLC

Position in EVRG — Evergy, Inc.

CIK 1776082 MADISON, NJ

Position in EVRG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$510,542

+$88,982 QoQ

Shares Held

5,907

+14.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#509

of 935 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names. EVRG ranks #12 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,930	$2,626,956
2	PEG	Public Service Enterprise Group Inc	29,601	$2,402,417
3	SO	Southern Co	18,246	$1,746,324
4	PCG	PG&E Corp	96,842	$1,628,882
5	EIX	Edison International	20,803	$1,548,783
6	AEP	American Electric Power Co Inc	9,647	$1,319,806
7	ES	Eversource Energy	13,214	$954,975
8	ED	Consolidated Edison Inc	7,944	$878,844

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,542	5,907	+14.8%	Shares	Sole	2026-08-04
2026-03-31	$421,560	5,146	+26.5%	Shares	Sole	2026-05-13
2025-12-31	$294,961	4,069	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$310,313	4,082	-49.4%	Shares	Sole	2025-11-04
2025-03-31	$556,012	8,064	+0.6%	Shares	Sole	2025-04-24
2024-12-31	$493,323	8,015	0.0%	Shares	Sole	2025-02-03
2024-09-30	$497,010	8,015	0.0%	Shares	Sole	2024-10-15
2024-06-30	$424,554	8,015	+0.2%	Shares	Sole	2024-07-02
2024-03-31	$427,040	8,000	0.0%	Shares	Sole	2024-05-03
2023-12-31	$417,600	8,000	+141.7%	Shares	Sole	2024-02-05
2022-12-31	$208,298	3,310	+0.3%	Shares	Sole	2023-01-20
2022-06-30	$215,325	3,300	0.0%	Shares	Sole	2022-07-12
2022-03-31	$225,522	3,300	0.0%	Shares	Sole	2022-04-20
2021-12-31	$226,413	3,300	0.0%	Shares	Sole	2022-01-20
2021-09-30	$205,260	3,300	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.