Mattern Wealth Management LLC

Position in EVRG — Evergy, Inc.

CIK 1802376 LAWRENCE, KS

Position in EVRG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$447,707

+$23,362 QoQ

Shares Held

5,180

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#532

of 933 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Mattern Wealth Management LLC holds $3,133,692 across 4 Utilities - Regulated Electric names. EVRG ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,517	$1,713,007
2	AEP	American Electric Power Co Inc	4,042	$552,986
3	EVRG	Evergy, Inc. This page	5,180	$447,707
4	DUK	Duke Energy CORP	3,318	$419,992

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,707	5,180	0.0%	Shares	Sole	2026-07-23
2026-03-31	$424,345	5,180	-27.6%	Shares	Sole	2026-04-23
2025-12-31	$518,375	7,151	0.0%	Shares	Sole	2026-01-16
2025-09-30	$543,619	7,151	-9.6%	Shares	Sole	2025-10-20
2025-06-30	$545,305	7,911	+0.0%	Shares	Sole	2025-07-17
2025-03-31	$545,394	7,910	0.0%	Shares	Sole	2025-04-23
2024-12-31	$486,860	7,910	-12.8%	Shares	Sole	2025-01-22
2024-09-30	$562,492	9,071	-6.2%	Shares	Sole	2024-10-21
2024-06-30	$512,272	9,671	-0.6%	Shares	Sole	2024-07-17
2024-03-31	$519,173	9,726	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$506,862	9,710	-4.7%	Shares	Sole	2024-02-12
2023-09-30	$516,785	10,193	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$594,715	10,180	+0.1%	Shares	Sole	2023-07-26
2023-03-31	$621,529	10,169	-4.6%	Shares	Sole	2023-05-05
2022-12-31	$670,707	10,658	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$632,491	10,648	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$694,194	10,639	+0.1%	Shares	Sole	2022-07-25
2022-03-31	$726,385	10,629	+0.1%	Shares	Sole	2022-04-14
2021-12-31	$728,569	10,619	+0.1%	Shares	Sole	2022-01-27
2021-09-30	$659,942	10,610	+0.1%	Shares	Sole	2021-10-13
2021-06-30	$640,678	10,602	+5.4%	Shares	Sole	2021-07-27
2021-03-31	$598,633	10,056	+0.1%	Shares	Sole	2021-05-13
2020-12-31	$557,708	10,047	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$510,080	10,037	-2.6%	Shares	Sole	2020-11-12
2020-06-30	$611,220	10,309	-2.8%	Shares	Sole	2020-07-29
2020-03-31	$583,860	10,606	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.