Position in EVRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,026,418
+$317,086 QoQ
Shares Held
69,726
+0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#191
of 935 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 16%
Shared 20%
None 65%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $578,994,369 across 37 Utilities - Regulated Electric names. EVRG ranks #22 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,602,633 | $228,433,098 | |
| 2 | DUK |
Duke Energy CORP
|
320,034 | $40,509,903 | |
| 3 | SO |
Southern Co
|
271,260 | $25,962,294 | |
| 4 | ED |
Consolidated Edison Inc
|
229,747 | $25,416,910 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
202,908 | $23,693,567 | |
| 6 | AEP |
American Electric Power Co Inc
|
162,480 | $22,228,888 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
252,520 | $20,494,523 | |
| 8 | D |
Dominion Energy, Inc
|
410,701 | $17,948,380 |
All Filings in EVRG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,026,418 | 69,726 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $5,709,332 | 69,694 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,457,192 | 61,487 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,183,531 | 55,032 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,384,668 | 49,103 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $3,379,445 | 49,013 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,764,517 | 44,915 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,715,044 | 43,784 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,272,623 | 42,904 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,477,312 | 46,409 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,868,864 | 35,802 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,743,775 | 34,394 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,096,810 | 35,892 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,181,066 | 35,685 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,796,966 | 28,555 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||