Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,946,449
-$4,401,293 QoQ
Shares Held
728,294
-11.4% QoQ
Ownership
0.316%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#55
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Derivatives in EVRG
reported options exposure · as of Sep 30, 2025CallValue
$15,204
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARCLAYS PLC holds $5,466,205,479 across 38 Utilities - Regulated Electric names. EVRG ranks #20 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
6,836,683 | $935,326,600 | |
| 2 | PPL |
PPL Corp
|
14,884,913 | $542,929,467 | |
| 3 | ETR |
Entergy Corp /De/
|
4,094,420 | $470,285,080 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,217,999 | $375,765,742 | |
| 5 | AEE |
Ameren Corp
|
2,577,609 | $291,372,919 | |
| 6 | DUK |
Duke Energy CORP
|
2,055,125 | $260,137,721 | |
| 7 | SO |
Southern Co
|
2,701,178 | $258,529,744 | |
| 8 | DTE |
Dte Energy Co
|
1,633,097 | $248,834,988 |
All Filings in EVRG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,946,449 | 728,294 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $67,347,742 | 822,116 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $66,426,791 | 916,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,204 | 200 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $57,241,918 | 752,985 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $62,653,577 | 908,945 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $54,202,835 | 786,118 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $40,765,364 | 662,313 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $27,194,918 | 438,557 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $23,312,837 | 440,114 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $36,687,431 | 687,288 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $37,003,483 | 708,879 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $34,719,258 | 684,798 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $26,205,166 | 448,565 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $14,539,041 | 237,877 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $25,487,152 | 405,008 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $14,952,226 | 251,721 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,138,738 | 247,337 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,725,029 | 434,958 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,029,209 | 568,856 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,231,420 | 325,264 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $21,041,967 | 348,204 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,060,583 | 286,588 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,650,352 | 245,908 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,391,781 | 263,514 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,469,219 | 142,844 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $90,983,830 | 1,652,749 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||