Barnes Wealth Management Group, Inc

Position in EVRG — Evergy, Inc.

CIK 2066194 Bakersfield, CA

Position in EVRG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$261,018

+$8,541 QoQ

Shares Held

3,020

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#631

of 935 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Barnes Wealth Management Group, Inc holds $1,351,178 across 5 Utilities - Regulated Electric names. EVRG ranks #4 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	2,632	$333,158
2	AEP	American Electric Power Co Inc	2,015	$275,672
3	ED	Consolidated Edison Inc	2,488	$275,247
4	EVRG	Evergy, Inc. This page	3,020	$261,018
5	NEE	Nextera Energy Inc	2,348	$206,083

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,018	3,020	-2.0%	Shares	Sole	2026-07-24
2026-03-31	$252,477	3,082	+1.0%	Shares	Sole	2026-05-18
2025-12-31	$221,166	3,051	-0.3%	Shares	Sole	2026-02-24
2025-09-30	$232,697	3,061	+1.9%	Shares	Sole	2025-11-14
2025-06-30	$207,134	3,005	+3.3%	Shares	Sole	2025-08-27
2025-03-31	$200,575	2,909	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.