Position in EVRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,432
-$128,390 QoQ
Shares Held
86
-94.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#849
of 935 holders
Holding Since
Jun 2024
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, 2026Addison Advisors LLC holds $668,130 across 16 Utilities - Regulated Electric names. EVRG ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
2,971 | $226,657 | |
| 2 | ES |
Eversource Energy
|
1,361 | $98,358 | |
| 3 | AEP |
American Electric Power Co Inc
|
507 | $69,362 | |
| 4 | D |
Dominion Energy, Inc
|
814 | $55,588 | |
| 5 | EXC |
Exelon Corp
|
882 | $41,118 | |
| 6 | DUK |
Duke Energy CORP
|
310 | $39,239 | |
| 7 | NGG |
National Grid PLC
|
417 | $34,556 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
293 | $34,213 |
All Filings in EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,432 | 86 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $135,822 | 1,658 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $117,723 | 1,624 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $119,578 | 1,573 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $105,531 | 1,531 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $104,389 | 1,514 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $16,803 | 273 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $18,354 | 296 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $5,614 | 106 | Shares | Other | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||