Modern Wealth Management, LLC

Position in EVRG — Evergy, Inc.

CIK 2001900 KANSAS CITY, MO

Position in EVRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$761,360

+$45,709 QoQ

Shares Held

8,809

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#447

of 935 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $44,914,548 across 23 Utilities - Regulated Electric names. EVRG ranks #14 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	273,000	$23,961,208
2	SO	Southern Co	33,350	$3,191,926
3	DTE	Dte Energy Co	15,030	$2,290,120
4	DUK	Duke Energy CORP	16,984	$2,149,831
5	XEL	Xcel Energy Inc	20,279	$1,628,402
6	EXC	Exelon Corp	28,172	$1,313,377
7	FE	Firstenergy Corp	23,774	$1,130,215
8	WEC	Wec Energy Group, Inc.	9,104	$1,063,072

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$761,360	8,809	+0.8%	Shares	Other	2026-08-14
2026-03-31	$715,651	8,736	+2.5%	Shares	Other	2026-05-14
2025-12-31	$617,975	8,525	+7.6%	Shares	Other	2026-02-17
2025-09-30	$602,531	7,926	+1.9%	Shares	Other	2025-11-12
2025-06-30	$536,135	7,778	+27.5%	Shares	Sole	2025-11-12
2025-03-31	$420,731	6,102	-9.1%	Shares	Other	2025-06-02
2024-12-31	$413,246	6,714	+43.7%	Shares	Other	2025-05-30
2024-09-30	$289,709	4,672	-0.3%	Shares	Other	2025-05-30
2024-06-30	$248,268	4,687	-1.5%	Shares	Other	2025-05-29
2024-03-31	$253,874	4,756	+9.7%	Shares	Other	2025-05-29
2023-12-31	$226,339	4,336	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.