Position in EVRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$373,809
+$19,751 QoQ
Shares Held
4,325
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#567
of 935 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Providence Financial Advisors, LLC holds $739,985 across 2 Utilities - Regulated Electric names. EVRG ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
4,325 | $373,809 | |
| 2 | NEE |
Nextera Energy Inc
|
4,172 | $366,176 |
All Filings in EVRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,809 | 4,325 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $354,058 | 4,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $311,779 | 4,301 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||