Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$648,225
+$395,584 QoQ
Shares Held
7,500
+143.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#467
of 935 holders
Holding Since
Dec 2021
12 quarters on record
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. EVRG ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in EVRG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,225 | 7,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $252,641 | 3,084 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $223,196 | 3,079 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $133,947 | 1,762 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $312,528 | 4,534 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $267,663 | 3,882 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $213,147 | 3,463 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $220,259 | 3,552 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $168,141 | 2,751 | Shares | Sole | 2023-04-28 | |
| 2022-06-30 | $200,317 | 3,070 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $226,547 | 3,315 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $203,154 | 2,961 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||