Position in EVRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$855,484
-$20,732 QoQ
Shares Held
9,898
-7.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#420
of 935 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pallas Capital Advisors LLC holds $28,753,047 across 17 Utilities - Regulated Electric names. EVRG ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,553 | $6,543,516 | |
| 2 | DTE |
Dte Energy Co
|
40,962 | $6,241,379 | |
| 3 | EIX |
Edison International
|
59,756 | $4,448,834 | |
| 4 | PCG |
PG&E Corp
|
218,436 | $3,674,093 | |
| 5 | XEL |
Xcel Energy Inc
|
26,038 | $2,090,851 | |
| 6 | ES |
Eversource Energy
|
24,306 | $1,756,594 | |
| 7 | EVRG |
Evergy, Inc.
This page
|
9,898 | $855,484 | |
| 8 | ETR |
Entergy Corp /De/
|
4,766 | $547,422 |
All Filings in EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,484 | 9,898 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $876,216 | 10,696 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $801,739 | 11,060 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $839,792 | 11,047 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $745,271 | 10,812 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $748,452 | 10,855 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $624,547 | 10,147 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $598,458 | 9,651 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $444,948 | 8,400 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||