Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$559,866,397
+$50,156,475 QoQ
Shares Held
6,477,686
+4.1% QoQ
Ownership
2.81%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#8
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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $16,150,451,221 across 35 Utilities - Regulated Electric names. EVRG ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,455,018 | $3,901,816,925 | |
| 2 | SO |
Southern Co
|
23,578,266 | $1,934,133,856 | |
| 3 | DUK |
Duke Energy CORP
|
10,537,072 | $1,333,782,568 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,148,318 | $1,251,581,380 | |
| 5 | ETR |
Entergy Corp /De/
|
9,451,550 | $1,085,605,028 | |
| 6 | PPL |
PPL Corp
|
20,938,277 | $821,706,554 | |
| 7 | AEE |
Ameren Corp
|
6,099,146 | $689,447,460 | |
| 8 | XEL |
Xcel Energy Inc
|
7,869,605 | $631,929,277 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,866,397 | 6,477,686 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $509,709,922 | 6,222,045 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $441,574,133 | 6,091,518 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $460,533,792 | 6,058,061 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $400,278,848 | 5,807,034 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $392,250,341 | 5,688,910 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $348,430,239 | 5,660,930 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $343,083,903 | 5,532,719 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $277,779,973 | 5,244,100 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $272,364,347 | 5,102,367 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $264,100,887 | 5,059,404 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $259,907,108 | 5,126,373 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $297,404,942 | 5,090,807 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $316,683,561 | 5,181,341 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $316,815,040 | 5,034,404 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $266,882,535 | 4,492,972 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $285,015,783 | 4,368,058 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $280,766,550 | 4,108,378 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $387,708,245 | 5,650,900 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $360,909,837 | 5,802,409 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $349,002,222 | 5,775,314 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $346,229,693 | 5,816,054 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $186,589,813 | 3,361,373 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $144,977,210 | 2,852,759 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $151,765,204 | 2,559,710 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $146,642,739 | 2,663,810 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||