Balboa Wealth Partners

Position in EVRG — Evergy, Inc.

CIK 1929008 SCOTTSDALE, AZ

Position in EVRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$461,363

+$23,993 QoQ

Shares Held

5,338

-0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#527

of 933 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Balboa Wealth Partners holds $4,207,974 across 6 Utilities - Regulated Electric names. EVRG ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,590	$1,467,062
2	SO	Southern Co	11,301	$1,081,618
3	D	Dominion Energy, Inc	7,021	$479,464
4	EVRG	Evergy, Inc. This page	5,338	$461,363
5	ED	Consolidated Edison Inc	3,655	$404,352
6	AEP	American Electric Power Co Inc	2,296	$314,115

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,363	5,338	-0.0%	Shares	Sole	2026-08-10
2026-03-31	$437,370	5,339	-0.5%	Shares	Sole	2026-04-16
2025-12-31	$388,981	5,366	+0.0%	Shares	Sole	2026-01-16
2025-09-30	$407,847	5,365	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$369,258	5,357	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.