Catherine Avery Investment Management LLC
Position in EVRG — Evergy, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in EVRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,195,672
+$36,668 QoQ
Shares Held
13,834
-2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#375
of 935 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $11,002,687 across 3 Utilities - Regulated Electric names. EVRG ranks #3 (10.9% of the industry book) .
All Filings in EVRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,672 | 13,834 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,159,004 | 14,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,107,864 | 15,283 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,235,933 | 16,258 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $3,479,310 | 50,476 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $3,799,696 | 55,108 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $3,158,992 | 51,324 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||