Position in EVRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$253,412
+$14,861 QoQ
Shares Held
2,932
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#636
of 935 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Burton Enright Welch holds $253,412 across 1 Utilities - Regulated Electric name. EVRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
2,932 | $253,412 |
All Filings in EVRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,412 | 2,932 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $238,551 | 2,912 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $211,090 | 2,912 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,259 | 2,950 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $200,724 | 2,912 | Shares | Sole | 2026-03-09 | |
| 2025-03-31 | $200,230 | 2,904 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||