Position in EVRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$61,019
-$4,189 QoQ
Shares Held
706
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#736
of 935 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. EVRG ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in EVRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,019 | 706 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $65,208 | 796 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $89,887 | 1,240 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $94,720 | 1,246 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $62,657 | 909 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $69,639 | 1,010 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $66,043 | 1,073 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $60,273 | 972 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $53,923 | 1,018 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $44,145 | 827 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $56,428 | 1,081 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $43,196 | 852 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $47,203 | 808 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,373 | 726 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $29,828 | 474 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $27,739 | 467 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $307,392 | 4,711 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $67,793 | 992 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $310,117 | 4,520 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $65,434 | 1,052 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $89,678 | 1,484 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $863,363 | 14,503 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||