Envestnet Portfolio Solutions, Inc.

Position in EVRG — Evergy, Inc.

CIK 1998033 BERWYN, PA

Position in EVRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$15,766,819

-$714,501 QoQ

Shares Held

182,423

-9.3% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#111

of 933 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. EVRG ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc. This page	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,766,819	182,423	-9.3%	Shares	Sole	2026-07-20
2026-03-31	$16,481,320	201,188	+59.3%	Shares	Sole	2026-04-29
2025-12-31	$9,154,907	126,292	-3.2%	Shares	Sole	2026-02-06
2025-09-30	$9,919,849	130,490	+2.6%	Shares	Sole	2025-10-30
2025-06-30	$8,769,412	127,222	+3162.9%	Shares	Sole	2025-07-25
2025-03-31	$268,836	3,899	-68.5%	Shares	Sole	2025-04-21
2024-12-31	$762,912	12,395	+0.2%	Shares	Sole	2025-02-10
2024-09-30	$767,063	12,370	-16.3%	Shares	Sole	2024-10-31
2024-06-30	$782,790	14,778	+3.8%	Shares	Sole	2024-07-16
2024-03-31	$759,971	14,237	-30.5%	Shares	Sole	2024-05-06
2023-12-31	$1,069,264	20,484	+28.8%	Shares	Sole	2024-02-07
2023-09-30	$806,586	15,909	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.