Position in EVRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,929
+$19,944 QoQ
Shares Held
300
+165.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#795
of 935 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. EVRG ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,678 | $541,986 |
All Filings in EVRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,929 | 300 | Shares | Sole | 2026-08-03 | |
| 2024-06-30 | $5,985 | 113 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $6,031 | 113 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $5,898 | 113 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $5,729 | 113 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $6,601 | 113 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $6,906 | 113 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $17,809 | 283 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $6,712 | 113 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $7,373 | 113 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $14,419 | 211 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $14,476 | 211 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $13,124 | 211 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $12,750 | 211 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $12,560 | 211 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $11,712 | 211 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $30,492 | 600 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $12,510 | 211 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $19,873 | 361 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||