Position in EVRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,819,499
+$255,086 QoQ
Shares Held
78,902
-1.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#176
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. EVRG ranks #19 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,819,499 | 78,902 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,564,413 | 80,132 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,469,298 | 75,449 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,084,184 | 80,034 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,706,783 | 82,791 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,729,469 | 83,096 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,018,968 | 65,296 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,106,860 | 66,229 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,874,999 | 54,276 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,279,346 | 61,434 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,217,816 | 61,644 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,204,899 | 63,213 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,682,563 | 63,036 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,785,283 | 61,932 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,856,727 | 61,286 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,555,624 | 59,859 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,374,446 | 82,367 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,709,328 | 83,543 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,772,982 | 84,142 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,319,095 | 85,516 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,326,183 | 71,590 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,174,541 | 70,125 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,873,697 | 51,769 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,592,531 | 51,014 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,686,785 | 45,316 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,585,643 | 46,969 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||