Position in EVRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,087,202
+$56,732 QoQ
Shares Held
12,579
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#387
of 935 holders
Holding Since
Dec 2024
7 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, 2026AGH Wealth Advisors, LLC holds $1,290,681 across 2 Utilities - Regulated Electric names. EVRG ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
12,579 | $1,087,202 | |
| 2 | SO |
Southern Co
|
2,126 | $203,479 |
All Filings in EVRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,202 | 12,579 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,030,470 | 12,579 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $911,851 | 12,579 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $966,289 | 12,711 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $828,676 | 12,022 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $682,604 | 9,900 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $609,344 | 9,900 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||