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Glass Jacobson Investment Advisors llc

Position in EVRG — Evergy, Inc.

CIK 1964394 OWINGS MILLS, MD

Position in EVRG

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$44,079
+$2,300 QoQ
Shares Held
510
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#760
of 935 holders
Holding Since
Dec 2022
14 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, 2026

Glass Jacobson Investment Advisors llc holds $512,047 across 4 Utilities - Regulated Electric names. EVRG ranks #4 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 EVRG
Evergy, Inc.
This page
510 $44,079

All Filings in EVRG

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $44,079 510
2026-03-31 $41,779 510
2025-12-31 $36,969 510
2025-09-30 $38,770 510
2025-06-30 $69,619 1,010
2025-03-31 $69,639 1,010
2024-12-31 $62,165 1,010
2024-09-30 $62,630 1,010
2024-06-30 $53,499 1,010
2024-03-31 $53,913 1,010
2023-12-31 $52,722 1,010
2023-09-30 $51,207 1,010
2023-06-30 $59,004 1,010
2022-12-31 $63,559 1,010