Position in EVRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,326,041
-$28,805 QoQ
Shares Held
142,613
-5.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#130
of 935 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Leeward Investments, LLC - MA holds $100,269,379 across 8 Utilities - Regulated Electric names. EVRG ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
159,556 | $24,140,822 | |
| 2 | ETR |
Entergy Corp /De/
|
112,317 | $12,900,730 | |
| 3 | DTE |
Dte Energy Co
|
83,731 | $12,758,092 | |
| 4 | EVRG |
Evergy, Inc.
This page
|
142,613 | $12,326,041 | |
| 5 | POR |
Portland General Electric Co /Or/
|
228,786 | $11,857,978 | |
| 6 | CNP |
Centerpoint Energy Inc
|
213,646 | $9,408,969 | |
| 7 | XEL |
Xcel Energy Inc
|
106,608 | $8,560,622 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
71,218 | $8,316,125 |
All Filings in EVRG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,326,041 | 142,613 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $12,354,846 | 150,816 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,310,904 | 156,034 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,468,420 | 164,015 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,923,576 | 143,966 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,158,334 | 147,329 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,749,945 | 125,913 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,075,686 | 130,232 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $8,685,226 | 163,965 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,148,691 | 171,388 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,603,082 | 164,810 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $8,581,279 | 169,256 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,995,837 | 171,103 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $11,108,254 | 181,745 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $15,148,950 | 240,727 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $14,541,892 | 244,813 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,005,716 | 214,647 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $14,794,038 | 216,477 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||