Ranch Capital Advisors Inc.

Position in EVRG — Evergy, Inc.

CIK 1793269 SARASOTA, FL

Position in EVRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,135,853

+$465,753 QoQ

Shares Held

36,282

+11.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#264

of 935 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Ranch Capital Advisors Inc. holds $15,625,648 across 6 Utilities - Regulated Electric names. EVRG ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	34,258	$3,934,873
2	EVRG	Evergy, Inc. This page	36,282	$3,135,853
3	SO	Southern Co	32,764	$3,135,842
4	DUK	Duke Energy CORP	24,627	$3,117,285
5	NEE	Nextera Energy Inc	20,179	$1,771,110
6	AEP	American Electric Power Co Inc	3,879	$530,685

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,135,853	36,282	+11.3%	Shares	Sole	2026-08-03
2026-03-31	$2,670,100	32,594	+4.5%	Shares	Sole	2026-05-06
2025-12-31	$2,260,455	31,183	+5.7%	Shares	Sole	2026-02-05
2025-09-30	$2,243,198	29,508	+6.7%	Shares	Sole	2025-11-14
2025-06-30	$1,906,465	27,658	+5.1%	Shares	Sole	2025-07-31
2025-03-31	$1,813,660	26,304	+5150.3%	Shares	Sole	2025-05-09
2021-09-30	$31,162	501	+0.6%	Shares	Sole	2021-11-15
2021-06-30	$30,094	498	+43.9%	Shares	Sole	2021-08-16
2021-03-31	$20,597	346	+0.6%	Shares	Sole	2021-05-17
2020-12-31	$19,095	344	+0.9%	Shares	Sole	2021-02-16
2020-09-30	$17,329	341	+0.9%	Shares	Sole	2020-11-16
2020-06-30	$20,040	338	-22.5%	Shares	Sole	2020-08-12
2020-03-31	$24,001	436	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.