Pathway Financial Advisers, LLC

Position in EVRG — Evergy, Inc.

CIK 2024152 AUBURN, IN

Position in EVRG

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

Position Value

$3,779,324

+$191,065 QoQ

Shares Held

43,727

-0.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#236

of 935 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pathway Financial Advisers, LLC holds $23,639,559 across 6 Utilities - Regulated Electric names. EVRG ranks #4 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	58,552	$7,411,512
2	SO	Southern Co	45,111	$4,317,573
3	AEP	American Electric Power Co Inc	29,787	$4,075,159
4	EVRG	Evergy, Inc. This page	43,727	$3,779,324
5	WEC	Wec Energy Group, Inc.	19,402	$2,265,571
6	NEE	Nextera Energy Inc	20,399	$1,790,420

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,779,324	43,727	-0.2%	Shares	Sole	2026-07-30
2026-03-31	$3,588,259	43,802	+0.8%	Shares	Sole	2026-04-23
2025-12-31	$3,150,415	43,460	-0.5%	Shares	Sole	2026-02-06
2025-09-30	$3,321,997	43,699	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$2,995,284	43,454	-0.3%	Shares	Sole	2025-08-21
2025-03-31	$3,005,530	43,590	+1.7%	Shares	Sole	2025-05-09
2024-12-31	$2,638,525	42,868	-98.3%	Shares	Sole	2025-01-30
2024-09-30	$40,945	2,539,001	+6854.6%	Shares	Sole	2024-10-25
2024-06-30	$1,933,758	36,508	+7.4%	Shares	Sole	2024-08-20
2024-03-31	$1,813,799	33,979	+61.5%	Shares	Sole	2024-05-29
2023-12-31	$1,098,235	21,039	+13.1%	Shares	Sole	2024-07-19
2023-09-30	$943,187	18,604	+6.0%	Shares	Sole	2024-07-19
2023-03-31	$1,072,620	17,550	+11.1%	Shares	Sole	2024-07-19
2022-12-31	$994,198	15,799	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.