Position in EVRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,948,011
+$38,474 QoQ
Shares Held
103,529
-4.8% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIFTH THIRD BANCORP holds $606,687,175 across 32 Utilities - Regulated Electric names. EVRG ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,322,623 | $203,856,620 | |
| 2 | DUK |
Duke Energy CORP
|
731,800 | $92,631,244 | |
| 3 | AEP |
American Electric Power Co Inc
|
407,988 | $55,816,838 | |
| 4 | SO |
Southern Co
|
333,428 | $31,912,393 | |
| 5 | FE |
Firstenergy Corp
|
441,521 | $20,989,908 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
170,945 | $19,961,247 | |
| 7 | D |
Dominion Energy, Inc
|
234,785 | $16,033,467 | |
| 8 | EXC |
Exelon Corp
|
295,512 | $13,776,769 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,948,011 | 103,529 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $8,909,537 | 108,759 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $3,124,246 | 43,099 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,404,175 | 44,780 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,059,182 | 44,381 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,294,122 | 18,769 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,159,048 | 18,831 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,186,313 | 19,131 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $1,048,011 | 19,785 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,063,810 | 19,929 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,012,053 | 19,388 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $270,890 | 5,343 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $281,117 | 4,812 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $289,097 | 4,730 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $427,798 | 6,798 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $302,940 | 5,100 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $322,530 | 4,943 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $297,825 | 4,358 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $297,424 | 4,335 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $232,192 | 3,733 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $219,300 | 3,629 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $198,413 | 3,333 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $87,983 | 1,585 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $21,395 | 421 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $52,530 | 886 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $81,198 | 1,475 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||