Position in EVRG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$543,644
+$30,498 QoQ
Shares Held
6,290
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#495
of 933 holders
Holding Since
Jun 2022
17 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, 2026GoalVest Advisory LLC holds $5,766,996 across 13 Utilities - Regulated Electric names. EVRG ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,978 | $2,455,629 | |
| 2 | SO |
Southern Co
|
12,870 | $1,231,787 | |
| 3 | DTE |
Dte Energy Co
|
8,022 | $1,222,312 | |
| 4 | EVRG |
Evergy, Inc.
This page
|
6,290 | $543,644 | |
| 5 | ES |
Eversource Energy
|
1,347 | $97,347 | |
| 6 | ETR |
Entergy Corp /De/
|
364 | $41,809 | |
| 7 | AEP |
American Electric Power Co Inc
|
298 | $40,769 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
294 | $34,330 |
All Filings in EVRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,644 | 6,290 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $513,146 | 6,264 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $454,077 | 6,264 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $399,789 | 5,259 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $362,502 | 5,259 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $351,369 | 5,096 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $313,474 | 5,093 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $315,816 | 5,093 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $269,776 | 5,093 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $271,864 | 5,093 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $265,854 | 5,093 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $258,215 | 5,093 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $297,533 | 5,093 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $311,284 | 5,093 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $320,502 | 5,093 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $302,524 | 5,093 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $259,890 | 3,983 | Shares | Sole | 2022-07-06 | |
| No filing history on record for this holder in this stock. | ||||||