Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,697,185
+$20,862,568 QoQ
Shares Held
2,761,740
+3.9% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Derivatives in EVRG
reported options exposure · as of Mar 31, 2025CallValue
$10,521,770
CallShares
152,600
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, 2026BANK OF AMERICA CORP /DE/ holds $18,305,113,791 across 40 Utilities - Regulated Electric names. EVRG ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,669,707 | $2,604,110,180 | |
| 2 | XEL |
Xcel Energy Inc
|
29,933,748 | $2,403,679,962 | |
| 3 | ETR |
Entergy Corp /De/
|
17,339,974 | $1,991,669,411 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,269,851 | $1,678,638,313 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,876,783 | $1,207,399,706 | |
| 6 | DUK |
Duke Energy CORP
|
8,867,628 | $1,122,464,349 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,605,748 | $1,004,893,191 | |
| 8 | D |
Dominion Energy, Inc
|
14,599,270 | $996,984,145 |
All Filings in EVRG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,697,185 | 2,761,740 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $217,834,617 | 2,659,114 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $96,653,596 | 1,333,337 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $122,886,021 | 1,616,496 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $93,421,309 | 1,355,307 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $71,961,250 | 1,043,673 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $10,521,770 | 152,600 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $56,641,076 | 920,245 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $84,492,279 | 1,362,559 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $70,176,295 | 1,324,831 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $97,458,585 | 1,825,751 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,939,368 | 535,237 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,311,015 | 518,955 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $35,309,219 | 604,403 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $55,574,029 | 909,261 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $70,548,176 | 1,121,058 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $47,270,279 | 795,796 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,044,658 | 858,922 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $53,032,863 | 776,015 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $58,070,334 | 846,383 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $52,201,348 | 839,250 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $54,320,705 | 898,903 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $55,844,019 | 938,082 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $49,087,878 | 884,307 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $49,282,743 | 969,751 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $45,636,755 | 769,721 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,743,671 | 903,609 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||