Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,001,439
+$1,232,794 QoQ
Shares Held
69,437
+19.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#192
of 935 holders
Holding Since
Sep 2023
9 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, 2026Lifeworks Advisors, LLC holds $18,258,197 across 10 Utilities - Regulated Electric names. EVRG ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
92,809 | $8,882,749 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
69,437 | $6,001,439 | |
| 3 | XEL |
Xcel Energy Inc
|
8,921 | $716,356 | |
| 4 | ED |
Consolidated Edison Inc
|
5,914 | $654,265 | |
| 5 | FE |
Firstenergy Corp
|
9,372 | $445,544 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,666 | $364,735 | |
| 7 | NEE |
Nextera Energy Inc
|
3,794 | $332,999 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
3,067 | $328,169 |
All Filings in EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,001,439 | 69,437 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,768,645 | 58,211 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,914,822 | 54,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,175,745 | 68,084 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $828,745 | 12,023 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $372,261 | 5,399 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $280,421 | 4,556 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $287,044 | 4,629 | Shares | Sole | 2024-11-06 | |
| 2023-09-30 | $285,593 | 5,633 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||