Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,568
+$1,326 QoQ
Shares Held
76
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#854
of 935 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. EVRG ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
302,610 | $26,560,079 | |
| 2 | DUK |
Duke Energy CORP
|
43,805 | $5,544,836 | |
| 3 | SO |
Southern Co
|
31,080 | $2,974,666 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,414 | $740,688 | |
| 5 | D |
Dominion Energy, Inc
|
9,899 | $676,002 | |
| 6 | XEL |
Xcel Energy Inc
|
4,931 | $395,958 | |
| 7 | ED |
Consolidated Edison Inc
|
2,440 | $269,936 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,149 | $93,252 |
All Filings in EVRG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,568 | 76 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $5,242 | 64 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,639 | 64 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $18,928 | 249 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $18,335 | 266 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $19,719 | 286 | Shares | Defined | 2025-05-12 | |
| 2023-09-30 | $76,050 | 1,500 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $87,630 | 1,500 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $91,680 | 1,500 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $94,395 | 1,500 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $89,100 | 1,500 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $97,875 | 1,500 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $102,510 | 1,500 | Shares | Defined | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||