Position in EVRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,258,507
+$234,671 QoQ
Shares Held
14,561
+16.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#369
of 935 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Derivatives in EVRG
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$947,806
PutShares
16,224
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $2,990,119 across 4 Utilities - Regulated Electric names. EVRG ranks #1 (42.1% of the industry book) .
All Filings in EVRG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,507 | 14,561 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,023,836 | 12,498 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $931,134 | 12,845 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $912,087 | 11,998 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $618,991 | 8,980 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $691,706 | 10,032 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $651,814 | 10,590 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $660,158 | 10,646 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $570,275 | 10,766 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $539,351 | 10,104 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $458,420 | 8,782 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $455,793 | 8,990 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $947,806 | 16,224 | Put | Sole | 2023-10-30 | |
| 2023-03-31 | $448,437 | 7,337 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $289,352 | 4,598 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||