Position in EVRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,609,269
+$3,348,261 QoQ
Shares Held
354,151
+6.4% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#88
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. EVRG ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,609,269 | 354,151 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,261,008 | 332,776 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,372,223 | 322,420 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,137,716 | 317,518 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $22,374,399 | 324,596 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,726,488 | 315,105 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $18,554,061 | 301,447 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,948,199 | 273,314 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,198,267 | 249,165 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,458,585 | 102,259 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,430,578 | 84,877 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,514,371 | 69,317 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,131,227 | 70,716 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,267,090 | 69,815 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,859,873 | 61,336 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,030,645 | 51,021 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,827,173 | 58,654 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,845,491 | 56,270 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,893,959 | 56,755 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,365,828 | 54,113 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,855,311 | 63,798 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,811,109 | 64,020 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,528,868 | 45,557 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,766,401 | 34,758 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $699,620 | 11,800 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $921,040 | 16,731 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||