Position in EVRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,893,325
+$204,796 QoQ
Shares Held
45,046
+0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#231
of 935 holders
Holding Since
Sep 2021
20 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, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. EVRG ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
This page
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in EVRG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,893,325 | 45,046 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,688,529 | 45,026 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,263,354 | 45,018 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,443,706 | 45,300 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,125,906 | 45,349 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,088,960 | 44,800 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,821,575 | 45,842 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,586,127 | 41,705 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,009,681 | 37,940 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $238,074 | 4,460 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,925,449 | 36,886 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,921,732 | 37,904 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,097,745 | 35,908 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,029,061 | 33,198 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,248,425 | 35,729 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,140,716 | 36,039 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,300,127 | 35,251 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $255,249 | 3,735 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $240,752 | 3,509 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $217,264 | 3,493 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||