Position in EVRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,458,587
+$449,663 QoQ
Shares Held
28,446
+16.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#286
of 935 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $87,228,336 across 30 Utilities - Regulated Electric names. EVRG ranks #17 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
56,053 | $7,668,610 | |
| 2 | NEE |
Nextera Energy Inc
|
78,023 | $6,848,078 | |
| 3 | DUK |
Duke Energy CORP
|
42,686 | $5,403,193 | |
| 4 | DTE |
Dte Energy Co
|
33,731 | $5,139,592 | |
| 5 | XEL |
Xcel Energy Inc
|
58,481 | $4,696,024 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
39,313 | $4,590,579 | |
| 7 | AEE |
Ameren Corp
|
37,971 | $4,292,241 | |
| 8 | LNT |
Alliant Energy Corp
|
54,277 | $4,140,792 |
All Filings in EVRG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,458,587 | 28,446 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,008,924 | 24,523 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,473,286 | 20,324 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,832,994 | 24,112 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,388,732 | 20,147 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,152,775 | 16,719 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $658,092 | 10,692 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $538,742 | 8,688 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $409,881 | 7,738 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $700,238 | 13,118 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $693,477 | 13,285 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $663,510 | 13,087 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $596,643 | 10,213 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $530,521 | 8,680 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $405,332 | 6,441 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $392,218 | 6,603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $440,046 | 6,744 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $362,407 | 5,303 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||