CVA Family Office, LLC

Family Office

Position in EVRG — Evergy, Inc.

CIK 1802084 DENVER, CO

Position in EVRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$85,824

+$4,642 QoQ

Shares Held

993

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#716

of 935 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. EVRG ranks #11 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,103	$1,062,280
2	DUK	Duke Energy CORP	5,477	$693,278
3	AEE	Ameren Corp	2,858	$323,068
4	AEP	American Electric Power Co Inc	2,282	$312,200
5	SO	Southern Co	3,085	$295,265
6	D	Dominion Energy, Inc	3,546	$242,156
7	ETR	Entergy Corp /De/	1,357	$155,865
8	ES	Eversource Energy	1,579	$114,114

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,824	993	+0.2%	Shares	Sole	2026-08-07
2026-03-31	$81,182	991	+20.1%	Shares	Sole	2026-04-29
2025-12-31	$59,804	825	-5.7%	Shares	Sole	2026-01-12
2025-09-30	$66,517	875	+7.6%	Shares	Sole	2025-10-30
2025-06-30	$56,040	813	-10.5%	Shares	Sole	2025-07-31
2025-03-31	$62,606	908	-4.4%	Shares	Sole	2025-04-16
2024-12-31	$58,472	950	+32.5%	Shares	Sole	2025-01-07
2024-09-30	$44,461	717	+11.7%	Shares	Sole	2024-10-10
2024-06-30	$34,006	642	+17.8%	Shares	Sole	2024-07-10
2024-03-31	$29,092	545	-2.7%	Shares	Sole	2024-04-10
2023-12-31	$29,232	560	+1766.7%	Shares	Sole	2024-01-16
2022-12-31	$1,887	30	-93.0%	Shares	Sole	2023-02-22
2022-09-30	$25,542	430	-7.5%	Shares	Sole	2022-11-22
2022-06-30	$30,341	465	0.0%	Shares	Sole	2022-07-11
2022-03-31	$31,778	465	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.