Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,285,218
+$4,762,566 QoQ
Shares Held
408,252
+9.6% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. EVRG ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,285,218 | 408,252 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,522,652 | 372,591 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $23,824,777 | 328,663 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $48,097,395 | 632,694 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $71,357,643 | 1,035,219 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $53,188,511 | 771,407 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,509,314 | 300,720 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $66,170,498 | 1,067,094 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $54,881,845 | 1,036,093 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,793,808 | 202,207 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $7,135,425 | 136,694 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,499,194 | 167,637 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,790,624 | 236,060 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $13,268,111 | 217,083 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,383,487 | 244,454 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,413,052 | 242,644 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,819,556 | 257,771 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,740,035 | 362,014 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,879,799 | 420,927 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,714,950 | 445,578 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,773,713 | 360,313 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $18,806,478 | 315,916 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $19,405,795 | 349,591 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $15,181,659 | 298,734 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $15,650,068 | 263,958 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,866,685 | 633,364 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||