Phoenix Wealth Advisors

Position in EVRG — Evergy, Inc.

CIK 1842362 CHAPEL HILL, NC

Position in EVRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$255,227

+$9,467 QoQ

Shares Held

2,953

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#634

of 935 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Phoenix Wealth Advisors holds $5,526,185 across 7 Utilities - Regulated Electric names. EVRG ranks #7 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,075	$1,937,522
2	ETR	Entergy Corp /De/	16,007	$1,838,564
3	D	Dominion Energy, Inc	8,459	$577,665
4	AEP	American Electric Power Co Inc	2,664	$364,461
5	DUK	Duke Energy CORP	2,340	$296,197
6	EXC	Exelon Corp	5,503	$256,549
7	EVRG	Evergy, Inc. This page	2,953	$255,227

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,227	2,953	-1.6%	Shares	Sole	2026-08-03
2026-03-31	$245,760	3,000	-4.8%	Shares	Sole	2026-04-22
2025-12-31	$228,343	3,150	-3.5%	Shares	Sole	2026-01-22
2025-09-30	$248,129	3,264	-2.0%	Shares	Sole	2025-10-28
2025-06-30	$229,467	3,329	+0.8%	Shares	Sole	2025-08-08
2025-03-31	$227,603	3,301	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$205,330	3,336	-4.7%	Shares	Sole	2025-01-17
2024-09-30	$217,097	3,501	+1.8%	Shares	Sole	2024-11-08
2023-03-31	$210,191	3,439	+18.9%	Shares	Sole	2023-05-05
2022-03-31	$197,707	2,893	-11.0%	Shares	Sole	2022-05-02
2021-09-30	$202,150	3,250	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$196,155	3,246	+9.4%	Shares	Sole	2021-07-23
2021-03-31	$176,685	2,968	+31.7%	Shares	Sole	2021-04-12
2020-12-31	$125,119	2,254	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.