Royal Fund Management, LLC

Position in EVRG — Evergy, Inc.

CIK 1810099 Lady Lake, FL

Position in EVRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$203,456

-$91,711 QoQ

Shares Held

2,354

-50.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#680

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

Royal Fund Management, LLC holds $16,502,111 across 10 Utilities - Regulated Electric names. EVRG ranks #10 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	39,809	$5,039,023
2	D	Dominion Energy, Inc	51,548	$3,520,212
3	NEE	Nextera Energy Inc	29,553	$2,593,866
4	XEL	Xcel Energy Inc	24,368	$1,956,750
5	PPL	PPL Corp	47,343	$1,720,918
6	ETR	Entergy Corp /De/	4,300	$493,898
7	ED	Consolidated Edison Inc	3,292	$364,193
8	LNT	Alliant Energy Corp	4,444	$339,032

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,456	2,354	-50.5%	Shares	Sole	2026-07-20
2024-09-30	$295,167	4,760	+2.7%	Shares	Sole	2024-10-08
2024-03-31	$247,309	4,633	+0.4%	Shares	Sole	2024-04-11
2023-12-31	$240,798	4,613	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$232,865	4,593	-1.1%	Shares	Sole	2023-10-17
2023-06-30	$271,185	4,642	+0.3%	Shares	Sole	2023-07-12
2023-03-31	$282,802	4,627	+0.3%	Shares	Sole	2023-04-10
2022-12-31	$290,359	4,614	+0.1%	Shares	Sole	2023-01-20
2022-09-30	$273,774	4,609	0.0%	Shares	Sole	2022-11-14
2022-06-30	$300,737	4,609	+47.3%	Shares	Sole	2022-07-28
2022-03-31	$213,904	3,130	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$214,680	3,129	+0.1%	Shares	Sole	2022-02-11
2020-03-31	$172,086	3,126	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.