JONES FINANCIAL COMPANIES LLLP

Position in EVRG — Evergy, Inc.

CIK 815917 DES PERES, MO

Position in EVRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$64,192,511

+$19,117,015 QoQ

Shares Held

742,711

+35.0% QoQ

Ownership

0.322%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#52

of 935 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $1,180,108,070 across 40 Utilities - Regulated Electric names. EVRG ranks #7 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,743,676	$220,714,507
2	NGG	National Grid PLC	2,272,626	$188,332,516
3	NEE	Nextera Energy Inc	2,009,730	$176,394,002
4	SO	Southern Co	964,398	$92,302,531
5	D	Dominion Energy, Inc	1,190,474	$81,297,468
6	AEP	American Electric Power Co Inc	570,666	$78,072,814
7	EVRG	Evergy, Inc. This page	742,711	$64,192,511
8	DTE	Dte Energy Co	409,786	$62,439,092

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,192,511	742,711	+35.0%	Shares	Sole	2026-08-14
2026-03-31	$45,075,496	550,238	+209.7%	Shares	Sole	2026-05-15
2025-12-31	$12,879,080	177,667	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$13,715,908	180,425	+24.4%	Shares	Sole	2025-11-04
2025-06-30	$9,993,746	144,984	+8.8%	Shares	Sole	2025-08-13
2025-03-31	$9,188,414	133,262	+16.4%	Shares	Sole	2025-05-28
2024-12-31	$7,046,612	114,486	+58.5%	Shares	Sole	2025-02-06
2024-09-30	$4,478,237	72,218	+81.5%	Shares	Sole	2024-11-12
2024-06-30	$2,107,146	39,780	+564.8%	Shares	Sole	2024-08-14
2024-03-31	$319,425	5,984	+103.1%	Shares	Sole	2024-05-14
2023-12-31	$153,833	2,947	+41.3%	Shares	Sole	2024-02-13
2023-09-30	$105,709	2,085	+38.2%	Shares	Sole	2023-11-14
2023-06-30	$88,155	1,509	-71.5%	Shares	Sole	2023-08-09
2023-03-31	$323,324	5,290	+200.7%	Shares	Sole	2023-05-11
2022-12-31	$110,693	1,759	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$105,078	1,769	-23.9%	Shares	Sole	2022-11-03
2022-06-30	$151,771	2,326	-9.8%	Shares	Sole	2022-08-08
2022-03-31	$176,317	2,580	-41.6%	Shares	Sole	2022-05-02
2021-12-31	$303,256	4,420	+414.0%	Shares	Sole	2022-02-11
2021-09-30	$53,492	860	-16.3%	Shares	Sole	2021-11-12
2021-06-30	$62,061	1,027	-43.4%	Shares	Sole	2021-08-12
2021-03-31	$108,106	1,816	+121.7%	Shares	Sole	2021-04-30
2020-12-31	$45,462	819	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.