UPTICK PARTNERS, LLC

Position in EVRG — Evergy, Inc.

CIK 2005353 NACOGDOCHES, TX

Position in EVRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$315,296

+$37,670 QoQ

Shares Held

3,648

+7.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#603

of 935 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

UPTICK PARTNERS, LLC holds $2,167,551 across 4 Utilities - Regulated Electric names. EVRG ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,199	$784,669
2	SO	Southern Co	7,754	$742,135
3	NEE	Nextera Energy Inc	3,708	$325,451
4	EVRG	Evergy, Inc. This page	3,648	$315,296

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,296	3,648	+7.6%	Shares	Sole	2026-08-10
2026-03-31	$277,626	3,389	-0.9%	Shares	Sole	2026-05-04
2025-12-31	$247,915	3,420	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.