Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$506,911
+$211,426 QoQ
Shares Held
5,865
+62.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#510
of 935 holders
Holding Since
Jun 2022
10 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, 2026Tradewinds, LLC. holds $5,294,430 across 7 Utilities - Regulated Electric names. EVRG ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
50,402 | $3,441,952 | |
| 2 | ED |
Consolidated Edison Inc
|
61,225 | $560,482 | |
| 3 | EVRG |
Evergy, Inc.
This page
|
5,865 | $506,911 | |
| 4 | EIX |
Edison International
|
3,630 | $270,253 | |
| 5 | OGE |
Oge Energy Corp.
|
5,073 | $246,852 | |
| 6 | AEP |
American Electric Power Co Inc
|
991 | $135,578 | |
| 7 | DUK |
Duke Energy CORP
|
1,046 | $132,402 |
All Filings in EVRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,911 | 5,865 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $295,485 | 3,607 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $261,181 | 3,603 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $274,584 | 3,612 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $249,047 | 3,612 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $221,456 | 3,598 | Shares | Sole | 2025-02-12 | |
| 2023-06-30 | $222,755 | 3,813 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $233,050 | 3,813 | Shares | Sole | 2023-04-06 | |
| 2022-09-30 | $226,492 | 3,813 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $248,798 | 3,813 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||