Position in EVRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,183,745
+$264,193 QoQ
Shares Held
13,696
+22.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#378
of 935 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. EVRG ranks #19 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
66,546 | $5,400,873 | |
| 2 | NEE |
Nextera Energy Inc
|
53,621 | $4,706,315 | |
| 3 | DUK |
Duke Energy CORP
|
32,329 | $4,092,204 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,496 | $3,898,537 | |
| 5 | SO |
Southern Co
|
35,377 | $3,385,932 | |
| 6 | PCG |
PG&E Corp
|
188,624 | $3,172,655 | |
| 7 | ED |
Consolidated Edison Inc
|
26,487 | $2,930,256 | |
| 8 | D |
Dominion Energy, Inc
|
41,434 | $2,829,527 |
All Filings in EVRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,745 | 13,696 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $919,552 | 11,225 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $757,230 | 10,446 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $236,475 | 3,842 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $206,617 | 3,332 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $522,626 | 10,012 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $478,810 | 9,444 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $604,997 | 10,356 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $575,933 | 9,423 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $566,999 | 9,010 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||