Boreal Capital Management LLC

Position in EVRG — Evergy, Inc.

CIK 2080094 MIAMI, FL

Position in EVRG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,197

+$166 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#880

of 935 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Boreal Capital Management LLC holds $143,964 across 6 Utilities - Regulated Electric names. EVRG ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	924	$81,099
2	PNW	Pinnacle West Capital Corp	317	$33,919
3	D	Dominion Energy, Inc	190	$12,975
4	EXC	Exelon Corp	150	$6,993
5	XEL	Xcel Energy Inc	72	$5,781
6	EVRG	Evergy, Inc. This page	37	$3,197

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,197	37	0.0%	Shares	Sole	2026-08-13
2026-03-31	$3,031	37	—	Shares	Sole	2026-05-14
2025-12-31	$2,682	0	-100.0%	Shares	Sole	2026-02-17
2025-09-30	$2,812	37	0.0%	Shares	Sole	2026-02-13
2025-06-30	$2,550	37	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.