Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,681,927
+$611,725 QoQ
Shares Held
19,460
+49.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#325
of 935 holders
Holding Since
Mar 2022
9 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, 202644 WEALTH MANAGEMENT LLC holds $5,660,194 across 5 Utilities - Regulated Electric names. EVRG ranks #2 (29.7% of the industry book) .
All Filings in EVRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,927 | 19,460 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,070,202 | 13,064 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $481,261 | 6,639 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $498,083 | 6,552 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $303,849 | 4,900 | Shares | Sole | 2024-10-25 | |
| 2022-12-31 | $6,053,236 | 96,190 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,706,736 | 96,073 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $6,270,720 | 96,103 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,516,697 | 95,357 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||