Turning Point Benefit Group, Inc.

Position in EVRG — Evergy, Inc.

CIK 2008513 FREDERICK, MD

Position in EVRG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,120,219

+$162,493 QoQ

Shares Held

12,961

+10.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#384

of 935 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Turning Point Benefit Group, Inc. holds $3,442,793 across 5 Utilities - Regulated Electric names. EVRG ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	9,682	$1,130,567
2	EVRG	Evergy, Inc. This page	12,961	$1,120,219
3	SO	Southern Co	4,786	$458,068
4	ES	Eversource Energy	6,178	$446,484
5	PPL	PPL Corp	7,908	$287,455

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,120,219	12,961	+10.9%	Shares	Sole	2026-07-23
2026-03-31	$957,726	11,691	-2.1%	Shares	Sole	2026-05-12
2025-12-31	$865,384	11,938	+9.1%	Shares	Sole	2026-01-30
2025-09-30	$832,114	10,946	+13.9%	Shares	Sole	2025-11-17
2025-06-30	$662,624	9,613	+5.4%	Shares	Sole	2025-07-31
2025-03-31	$628,824	9,120	+14.2%	Shares	Sole	2025-05-12
2024-12-31	$491,476	7,985	—	Shares	Sole	2025-02-03
No filing history on record for this holder in this stock.