Novak & Powell Financial Services, Inc.

Position in EVRG — Evergy, Inc.

CIK 2011548 ST. PETERSBURG, FL

Position in EVRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$624,024

+$37,313 QoQ

Shares Held

7,220

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#472

of 935 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Novak & Powell Financial Services, Inc. holds $2,770,025 across 6 Utilities - Regulated Electric names. EVRG ranks #1 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc. This page	7,220	$624,024
2	DUK	Duke Energy CORP	4,583	$580,116
3	SO	Southern Co	5,925	$567,081
4	NEE	Nextera Energy Inc	5,658	$496,602
5	D	Dominion Energy, Inc	4,340	$296,378
6	ES	Eversource Energy	2,848	$205,824

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,024	7,220	+0.8%	Shares	Sole	2026-08-11
2026-03-31	$586,711	7,162	+0.8%	Shares	Sole	2026-05-14
2025-12-31	$514,823	7,102	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$534,952	7,037	-7.0%	Shares	Sole	2025-11-14
2025-06-30	$521,662	7,568	+1.0%	Shares	Sole	2025-08-11
2025-03-31	$516,780	7,495	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$456,947	7,424	+1.1%	Shares	Sole	2025-02-18
2024-09-30	$455,525	7,346	+1.0%	Shares	Sole	2024-11-14
2024-06-30	$385,144	7,271	+1.2%	Shares	Sole	2024-08-15
2024-03-31	$383,535	7,185	+1.2%	Shares	Sole	2024-05-15
2023-12-31	$370,620	7,100	—	Shares	Sole	2024-02-21
No filing history on record for this holder in this stock.