WCG Wealth Advisors LLC

Position in EVRG — Evergy, Inc.

CIK 1855713 LAS VEGAS, NV

Position in EVRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,030,504

+$41,648 QoQ

Shares Held

11,923

-1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#397

of 935 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $15,395,546 across 6 Utilities - Regulated Electric names. EVRG ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	91,435	$6,244,096
2	DUK	Duke Energy CORP	24,035	$3,042,350
3	SO	Southern Co	26,068	$2,494,968
4	ETR	Entergy Corp /De/	11,247	$1,291,830
5	NEE	Nextera Energy Inc	14,718	$1,291,798
6	EVRG	Evergy, Inc. This page	11,923	$1,030,504

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,030,504	11,923	-1.2%	Shares	Sole	2026-08-14
2026-03-31	$988,856	12,071	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$874,156	12,059	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$908,667	11,953	+5.8%	Shares	Sole	2025-11-13
2025-06-30	$778,909	11,300	-6.4%	Shares	Sole	2025-08-13
2024-12-31	$742,970	12,071	-77.9%	Shares	Sole	2025-02-19
2024-09-30	$3,391,698	54,696	-1.9%	Shares	Sole	2024-11-13
2024-06-30	$2,952,335	55,736	+2.6%	Shares	Sole	2024-08-12
2024-03-31	$2,899,548	54,319	-9.2%	Shares	Sole	2024-05-13
2023-12-31	$3,123,334	59,834	+3.0%	Shares	Sole	2024-02-08
2023-09-30	$2,944,199	58,071	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.