Position in EVRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$121,232,161
+$8,732,164 QoQ
Shares Held
1,402,663
+2.1% QoQ
Ownership
0.608%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 19%
None 5%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. EVRG ranks #22 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,232,161 | 1,402,663 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $112,499,997 | 1,373,291 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $97,673,749 | 1,347,410 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $100,982,533 | 1,328,368 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $91,278,758 | 1,324,224 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $90,261,339 | 1,309,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $79,749,532 | 1,295,687 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $79,131,144 | 1,276,103 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $65,489,086 | 1,236,343 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $61,563,579 | 1,153,308 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $52,416,784 | 1,004,153 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $48,467,120 | 955,959 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $53,621,964 | 917,870 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $54,517,325 | 891,972 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $56,478,351 | 897,479 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $52,924,804 | 890,990 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $57,341,698 | 878,800 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $59,929,669 | 876,934 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $60,766,093 | 885,674 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $58,484,918 | 940,272 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $56,889,225 | 941,407 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $54,718,725 | 919,179 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $50,361,336 | 907,248 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $46,009,683 | 905,346 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $52,531,592 | 886,011 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $51,186,591 | 929,820 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||