Caliber Wealth Management, LLC / KS

Position in EVRG — Evergy, Inc.

CIK 2067120 Overland Park, KS

Position in EVRG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$341,657

+$131,369 QoQ

Shares Held

3,953

+54.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#579

of 935 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $7,667,116 across 6 Utilities - Regulated Electric names. EVRG ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	38,314	$3,362,819
2	ETR	Entergy Corp /De/	28,470	$3,270,064
3	EVRG	Evergy, Inc. This page	3,953	$341,657
4	SO	Southern Co	2,710	$259,373
5	PEG	Public Service Enterprise Group Inc	2,705	$219,537
6	DUK	Duke Energy CORP	1,688	$213,666

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,657	3,953	+54.0%	Shares	Sole	2026-07-22
2026-03-31	$210,288	2,567	-72.6%	Shares	Sole	2026-04-23
2025-06-30	$646,356	9,377	+45.5%	Shares	Sole	2025-07-30
2025-03-31	$444,451	6,446	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.