Position in EVRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,192,042
+$87,515 QoQ
Shares Held
13,792
+2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#376
of 935 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $5,562,432 across 4 Utilities - Regulated Electric names. EVRG ranks #2 (21.4% of the industry book) .
All Filings in EVRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,042 | 13,792 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,104,527 | 13,483 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $924,827 | 12,758 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $950,250 | 12,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $849,010 | 12,317 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $871,528 | 12,640 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $754,233 | 12,254 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $571,484 | 9,216 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $406,915 | 7,682 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||