Position in EVRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$634,828
+$28,211 QoQ
Shares Held
7,345
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#470
of 933 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. EVRG ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,666 | $4,742,655 | |
| 2 | DUK |
Duke Energy CORP
|
15,272 | $1,933,129 | |
| 3 | SO |
Southern Co
|
17,272 | $1,653,103 | |
| 4 | D |
Dominion Energy, Inc
|
15,034 | $1,026,671 | |
| 5 | ED |
Consolidated Edison Inc
|
6,431 | $711,461 | |
| 6 | NEE |
Nextera Energy Inc
|
8,099 | $710,849 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
7,345 | $634,828 | |
| 8 | NGG |
National Grid PLC
|
6,646 | $550,754 |
All Filings in EVRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,828 | 7,345 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $606,617 | 7,405 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $538,600 | 7,430 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $564,372 | 7,424 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $511,736 | 7,424 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $511,884 | 7,424 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $466,179 | 7,574 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $482,065 | 7,774 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $414,914 | 7,833 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $420,100 | 7,870 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $423,237 | 8,108 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $473,284 | 9,335 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $389,953 | 6,675 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $408,770 | 6,688 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $449,131 | 7,137 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $445,203 | 7,495 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $489,701 | 7,505 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $509,474 | 7,455 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $510,115 | 7,435 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $462,457 | 7,435 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $440,232 | 7,285 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $433,676 | 7,285 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $412,550 | 7,432 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $402,900 | 7,928 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||