Position in EVRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$220,828
+$11,523 QoQ
Shares Held
2,555
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#664
of 935 holders
Holding Since
Mar 2026
2 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, 2026POINCIANA ADVISORS GROUP, LLC holds $584,105 across 2 Utilities - Regulated Electric names. EVRG ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
4,524 | $363,277 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
2,555 | $220,828 |
All Filings in EVRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,828 | 2,555 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $209,305 | 2,555 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||