Position in EVRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,740,786
+$280,726 QoQ
Shares Held
20,141
+13.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#322
of 935 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $30,191,003 across 26 Utilities - Regulated Electric names. EVRG ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
43,267 | $3,797,544 | |
| 2 | SO |
Southern Co
|
25,679 | $2,457,737 | |
| 3 | DUK |
Duke Energy CORP
|
19,308 | $2,444,006 | |
| 4 | AEP |
American Electric Power Co Inc
|
14,804 | $2,025,335 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
20,141 | $1,740,786 | |
| 6 | ETR |
Entergy Corp /De/
|
14,803 | $1,700,272 | |
| 7 | CMS |
Cms Energy Corp
|
20,916 | $1,600,074 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
19,640 | $1,593,982 |
All Filings in EVRG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,740,786 | 20,141 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,460,060 | 17,823 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,053,714 | 14,536 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,078,799 | 14,191 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $835,431 | 12,120 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $882,766 | 12,803 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $769,251 | 12,498 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $683,908 | 11,029 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $453,211 | 8,556 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $263,964 | 4,945 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $280,776 | 5,538 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $312,605 | 5,351 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $300,465 | 4,916 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||