Position in EVRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,356,864
+$60,153 QoQ
Shares Held
15,699
-0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 935 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $192,004,579 across 27 Utilities - Regulated Electric names. EVRG ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,292 | $39,609,898 | |
| 2 | SO |
Southern Co
|
329,023 | $31,490,791 | |
| 3 | DUK |
Duke Energy CORP
|
206,360 | $26,121,048 | |
| 4 | AEP |
American Electric Power Co Inc
|
130,740 | $17,886,539 | |
| 5 | ETR |
Entergy Corp /De/
|
96,851 | $11,124,305 | |
| 6 | ED |
Consolidated Edison Inc
|
68,203 | $7,545,297 | |
| 7 | D |
Dominion Energy, Inc
|
87,764 | $5,993,403 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
73,110 | $5,933,607 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,356,864 | 15,699 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,296,711 | 15,829 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,138,455 | 15,705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,092,027 | 14,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $894,504 | 12,977 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $832,847 | 12,079 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,201,271 | 19,517 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,235,549 | 19,925 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,176,410 | 22,209 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $945,893 | 17,720 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $917,571 | 17,578 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $768,814 | 15,164 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $791,824 | 13,554 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $688,822 | 11,270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,047,784 | 16,650 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $751,588 | 12,653 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $528,003 | 8,092 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $427,535 | 6,256 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $440,613 | 6,422 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $350,559 | 5,636 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $325,415 | 5,385 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $306,936 | 5,156 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $358,150 | 6,452 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $5,895 | 116 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||