Position in EVRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$214,408,882
-$33,059,717 QoQ
Shares Held
2,480,723
-17.9% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. EVRG ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,408,882 | 2,480,723 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $247,468,599 | 3,020,857 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $160,097,276 | 2,208,543 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $222,680,057 | 2,929,230 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $142,337,616 | 2,064,959 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $86,909,399 | 1,260,470 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $65,250,503 | 1,060,122 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $103,894,834 | 1,675,453 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $71,244,059 | 1,344,989 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $76,214,248 | 1,427,768 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $65,636,274 | 1,257,400 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $63,340,011 | 1,249,310 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $75,598,686 | 1,294,055 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $70,143,752 | 1,147,640 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $124,514,236 | 1,978,615 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $167,414,736 | 2,818,430 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $197,014,475 | 3,019,379 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $254,544,968 | 3,724,685 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $270,854,504 | 3,947,741 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $266,154,169 | 4,279,006 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $208,539,635 | 3,450,929 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $57,632,656 | 968,128 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $31,525,068 | 567,917 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $33,451,905 | 658,243 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $62,558,772 | 1,055,132 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $40,304,854 | 732,150 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||