Position in EVRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,532
+$654 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#827
of 935 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Derivatives in EVRG
reported options exposure · as of Dec 31, 2022CallValue
$9,124
CallShares
145
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Paladin Advisory Group, LLC holds $50,257 across 4 Utilities - Regulated Electric names. EVRG ranks #2 (24.9% of the industry book) .
All Filings in EVRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,532 | 145 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $11,878 | 145 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $10,511 | 145 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $11,022 | 145 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $9,994 | 145 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $9,997 | 145 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $8,924 | 145 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $8,991 | 145 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $7,680 | 145 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $7,740 | 145 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $7,569 | 145 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $7,351 | 145 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $8,470 | 145 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $8,862 | 145 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $9,124 | 145 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $8,613 | 145 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $9,461 | 145 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $9,909 | 145 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $9,948 | 145 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||