Position in EVRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$276,143
+$19,242 QoQ
Shares Held
3,195
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#623
of 935 holders
Holding Since
Sep 2022
6 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, 2026CFS Investment Advisory Services, LLC holds $10,643,695 across 13 Utilities - Regulated Electric names. EVRG ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,473 | $3,025,695 | |
| 2 | DUK |
Duke Energy CORP
|
10,565 | $1,337,317 | |
| 3 | SO |
Southern Co
|
13,138 | $1,257,437 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,312 | $1,137,164 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
13,563 | $1,100,773 | |
| 6 | ETR |
Entergy Corp /De/
|
4,947 | $568,212 | |
| 7 | XEL |
Xcel Energy Inc
|
5,375 | $431,612 | |
| 8 | ED |
Consolidated Edison Inc
|
3,617 | $400,148 |
All Filings in EVRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,143 | 3,195 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $256,901 | 3,136 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $207,683 | 2,865 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $217,873 | 2,866 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $201,816 | 2,927 | Shares | Sole | 2025-05-12 | |
| 2022-09-30 | $617,463 | 10,395 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||