Position in EVRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$809,330
+$15,444 QoQ
Shares Held
9,364
-3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#431
of 935 holders
Holding Since
Dec 2020
23 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, 2026CoreFirst Bank & Trust holds $1,744,396 across 10 Utilities - Regulated Electric names. EVRG ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
9,364 | $809,330 | |
| 2 | XEL |
Xcel Energy Inc
|
3,370 | $270,611 | |
| 3 | POR |
Portland General Electric Co /Or/
|
3,411 | $176,792 | |
| 4 | OGE |
Oge Energy Corp.
|
3,200 | $155,712 | |
| 5 | AEE |
Ameren Corp
|
1,000 | $113,040 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
820 | $66,551 | |
| 7 | ES |
Eversource Energy
|
907 | $65,548 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,330 | 9,364 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $793,886 | 9,691 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $651,612 | 8,989 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $893,539 | 11,754 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $711,840 | 10,327 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,104 | 6,615 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $419,955 | 6,823 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $468,795 | 7,560 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $445,848 | 8,417 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $511,914 | 9,590 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $661,113 | 12,665 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $605,814 | 11,949 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $799,185 | 13,680 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $947,848 | 15,508 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,079,689 | 17,157 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,027,798 | 17,303 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,309,175 | 20,064 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,576,672 | 23,071 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,747,015 | 25,463 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,805,292 | 29,024 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,797,006 | 29,737 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,836,857 | 30,856 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,660,859 | 29,920 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||