Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$584,871
+$137,792 QoQ
Shares Held
6,767
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#483
of 935 holders
Holding Since
Mar 2024
7 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, 2026Focus Partners Advisor Solutions, LLC holds $31,247,295 across 21 Utilities - Regulated Electric names. EVRG ranks #15 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
61,492 | $4,578,079 | |
| 2 | SO |
Southern Co
|
42,293 | $4,047,863 | |
| 3 | PCG |
PG&E Corp
|
240,451 | $4,044,385 | |
| 4 | ES |
Eversource Energy
|
36,529 | $2,639,950 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,388 | $2,378,852 | |
| 6 | NEE |
Nextera Energy Inc
|
21,766 | $1,910,401 | |
| 7 | AEE |
Ameren Corp
|
14,481 | $1,636,932 | |
| 8 | DUK |
Duke Energy CORP
|
12,304 | $1,557,440 |
All Filings in EVRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,871 | 6,767 | Shares | Other | 2026-08-06 | |
| 2025-06-30 | $447,079 | 6,486 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $575,387 | 8,345 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $275,620 | 4,478 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $460,424 | 7,425 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $362,950 | 6,852 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $325,190 | 6,092 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||