Position in EVRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,050,161
-$532,343 QoQ
Shares Held
127,851
-9.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#140
of 935 holders
Holding Since
Jun 2022
17 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, 2026ADVOCATE GROUP LLC holds $51,908,855 across 7 Utilities - Regulated Electric names. EVRG ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
127,851 | $11,050,161 | |
| 2 | DUK |
Duke Energy CORP
|
78,306 | $9,911,973 | |
| 3 | SO |
Southern Co
|
101,592 | $9,723,370 | |
| 4 | D |
Dominion Energy, Inc
|
123,422 | $8,428,488 | |
| 5 | XEL |
Xcel Energy Inc
|
94,246 | $7,567,953 | |
| 6 | NEE |
Nextera Energy Inc
|
53,482 | $4,694,115 | |
| 7 | CNP |
Centerpoint Energy Inc
|
12,098 | $532,795 |
All Filings in EVRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,050,161 | 127,851 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,582,504 | 141,388 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,254,072 | 141,455 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,136,017 | 146,488 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,059,506 | 145,938 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,619,145 | 139,509 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,159,560 | 132,568 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,419,496 | 119,650 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,074,016 | 114,669 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,991,744 | 112,247 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,086,576 | 97,444 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,444,362 | 87,660 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,248,861 | 89,847 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,637,846 | 75,881 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,247,313 | 51,602 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,173,803 | 19,761 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $751,092 | 11,511 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||