Position in EVRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,991,382
+$544,992 QoQ
Shares Held
73,137
-2.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $98,097,503 across 23 Utilities - Regulated Electric names. EVRG ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
190,048 | $17,651,657 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
148,845 | $17,231,785 | |
| 3 | EXC |
Exelon Corp
|
208,650 | $10,228,022 | |
| 4 | CMS |
Cms Energy Corp
|
119,266 | $9,252,656 | |
| 5 | AEE |
Ameren Corp
|
56,074 | $6,163,653 | |
| 6 | EVRG |
Evergy, Inc.
This page
|
73,137 | $5,991,382 | |
| 7 | LNT |
Alliant Energy Corp
|
63,141 | $4,530,998 | |
| 8 | ED |
Consolidated Edison Inc
|
30,545 | $3,457,082 |
All Filings in EVRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,991,382 | 73,137 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $5,446,390 | 75,133 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $343,914 | 4,524 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $311,839 | 4,524 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $311,929 | 4,524 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $278,452 | 4,524 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $280,533 | 4,524 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $299,545 | 5,655 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $301,863 | 5,655 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $295,191 | 5,655 | Shares | Defined | 2024-02-13 | |
| 2023-06-30 | $212,882 | 3,644 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $222,721 | 3,644 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $229,316 | 3,644 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $216,453 | 3,644 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $237,771 | 3,644 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $249,030 | 3,644 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $250,014 | 3,644 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||