Position in EVRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$209,333
New position
Shares Held
2,422
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#678
of 935 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Forge Financial Services LLC holds $437,451 across 2 Utilities - Regulated Electric names. EVRG ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
4,688 | $228,118 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
2,422 | $209,333 |
All Filings in EVRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,333 | 2,422 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||