Position in EVRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,437,244
+$438,394 QoQ
Shares Held
16,629
+36.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#354
of 935 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. EVRG ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in EVRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,244 | 16,629 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $998,850 | 12,193 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $690,394 | 9,524 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $684,103 | 8,999 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $614,442 | 8,914 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $604,898 | 8,773 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $488,953 | 7,944 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $461,230 | 7,438 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $369,624 | 6,978 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $305,600 | 5,725 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $243,513 | 4,665 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||