Position in EVRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$621,690
-$9,257 QoQ
Shares Held
7,193
-6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#474
of 935 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. EVRG ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in EVRG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,690 | 7,193 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $630,947 | 7,702 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $557,810 | 7,695 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $628,305 | 8,265 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $563,227 | 8,171 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $920,413 | 13,349 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $696,376 | 11,314 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $695,132 | 11,210 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $599,832 | 11,324 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $643,762 | 12,060 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $1,239,384 | 23,743 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $1,278,501 | 25,217 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $1,686,001 | 28,860 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $1,642,049 | 26,866 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||