Concurrent Investment Advisors, LLC

Position in EVRG — Evergy, Inc.

CIK 2001015 Tampa, FL

Position in EVRG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,497,399

+$254,591 QoQ

Shares Held

17,325

+14.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#350

of 935 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. EVRG ranks #13 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	308,514	$27,078,273
2	DUK	Duke Energy CORP	113,610	$14,380,753
3	SO	Southern Co	115,357	$11,040,817
4	ES	Eversource Energy	108,262	$7,824,093
5	AEP	American Electric Power Co Inc	52,617	$7,198,531
6	WEC	Wec Energy Group, Inc.	43,087	$5,031,268
7	AEE	Ameren Corp	40,028	$4,524,764
8	D	Dominion Energy, Inc	36,717	$2,507,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,497,399	17,325	+14.2%	Shares	Sole	2026-07-27
2026-03-31	$1,242,808	15,171	+18.1%	Shares	Sole	2026-04-21
2025-12-31	$931,060	12,844	+3.7%	Shares	Sole	2026-01-29
2025-09-30	$941,583	12,386	+5.8%	Shares	Sole	2025-10-27
2025-06-30	$806,825	11,705	-5.1%	Shares	Sole	2025-07-25
2025-03-31	$850,705	12,338	+35.1%	Shares	Sole	2025-04-29
2024-12-31	$562,259	9,135	+3.6%	Shares	Sole	2025-02-03
2024-09-30	$546,928	8,820	-12.6%	Shares	Sole	2024-10-30
2024-06-30	$534,308	10,087	-4.0%	Shares	Sole	2024-07-30
2024-03-31	$560,756	10,505	-0.1%	Shares	Sole	2024-05-07
2023-12-31	$548,830	10,514	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.