BELLEVUE ASSET MANAGEMENT, LLC

Position in EVRG — Evergy, Inc.

CIK 1801619 BELLEVUE, WA

Position in EVRG

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

Position Value

$7,432

+$469 QoQ

Shares Held

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#850

of 935 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $222,088 across 6 Utilities - Regulated Electric names. EVRG ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	1,084	$103,749
2	DUK	Duke Energy CORP	375	$47,467
3	PEG	Public Service Enterprise Group Inc	430	$34,898
4	NEE	Nextera Energy Inc	293	$25,716
5	EVRG	Evergy, Inc. This page	86	$7,432
6	AEE	Ameren Corp	25	$2,826

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,432	86	+1.2%	Shares	Sole	2026-08-04
2026-03-31	$6,963	85	0.0%	Shares	Sole	2026-04-24
2025-12-31	$6,161	85	+1.2%	Shares	Sole	2026-01-23
2025-09-30	$6,385	84	+1.2%	Shares	Sole	2025-11-04
2025-06-30	$5,721	83	+1.2%	Shares	Sole	2025-07-23
2025-03-31	$5,653	82	0.0%	Shares	Sole	2025-04-28
2024-12-31	$5,047	82	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.