Position in EVRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$773,721
+$24,891 QoQ
Shares Held
8,952
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#442
of 935 holders
Holding Since
Mar 2026
2 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, 2026S&A Financial Services, Inc. holds $1,035,203 across 2 Utilities - Regulated Electric names. EVRG ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
8,952 | $773,721 | |
| 2 | D |
Dominion Energy, Inc
|
3,829 | $261,482 |
All Filings in EVRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,721 | 8,952 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $748,830 | 9,141 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||