Position in EVRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$627,049
+$129,140 QoQ
Shares Held
7,255
+19.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#471
of 935 holders
Holding Since
Mar 2024
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, 2026PFG Investments, LLC holds $36,814,650 across 22 Utilities - Regulated Electric names. EVRG ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
65,590 | $7,256,221 | |
| 2 | NEE |
Nextera Energy Inc
|
48,611 | $4,266,587 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,325 | $4,011,953 | |
| 4 | DUK |
Duke Energy CORP
|
31,072 | $3,933,093 | |
| 5 | D |
Dominion Energy, Inc
|
37,499 | $2,560,806 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
30,462 | $2,472,295 | |
| 7 | SO |
Southern Co
|
23,961 | $2,293,307 | |
| 8 | ES |
Eversource Energy
|
18,470 | $1,334,826 |
All Filings in EVRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,049 | 7,255 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $497,909 | 6,078 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $305,110 | 4,209 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $338,289 | 4,450 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $305,566 | 4,433 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $297,450 | 4,314 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $264,480 | 4,297 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $221,871 | 3,578 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $252,455 | 4,766 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $202,203 | 3,788 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||