Position in EVRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$828,345
+$213,044 QoQ
Shares Held
9,584
+27.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#426
of 935 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ALTFEST L J & CO INC holds $5,260,511 across 7 Utilities - Regulated Electric names. EVRG ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,683 | $1,461,541 | |
| 2 | EVRG |
Evergy, Inc.
This page
|
9,584 | $828,345 | |
| 3 | LNT |
Alliant Energy Corp
|
9,923 | $757,025 | |
| 4 | CMS |
Cms Energy Corp
|
8,993 | $687,964 | |
| 5 | DTE |
Dte Energy Co
|
4,316 | $657,628 | |
| 6 | ED |
Consolidated Edison Inc
|
4,145 | $458,561 | |
| 7 | SO |
Southern Co
|
4,278 | $409,447 |
All Filings in EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,345 | 9,584 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $615,301 | 7,511 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $555,200 | 7,659 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $874,306 | 11,501 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $798,002 | 11,577 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $782,444 | 11,348 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $578,200 | 9,394 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $729,733 | 11,768 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $503,267 | 9,501 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||