OPPENHEIMER & CO INC

Position in EVRG — Evergy, Inc.

CIK 822581 NEW YORK, NY

Position in EVRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,027,796

+$391,212 QoQ

Shares Held

81,312

+0.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#173

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $90,449,487 across 22 Utilities - Regulated Electric names. EVRG ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	313,708	$27,534,151
2	DUK	Duke Energy CORP	91,614	$11,596,500
3	PEG	Public Service Enterprise Group Inc	102,451	$8,314,923
4	AEP	American Electric Power Co Inc	59,170	$8,095,047
5	EVRG	Evergy, Inc. This page	81,312	$7,027,796
6	SO	Southern Co	66,365	$6,351,794
7	D	Dominion Energy, Inc	74,921	$5,116,355
8	WEC	Wec Energy Group, Inc.	20,238	$2,363,191

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,027,796	81,312	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$6,636,584	81,013	-0.1%	Shares	Sole	2026-04-24
2025-12-31	$5,877,416	81,079	-3.8%	Shares	Sole	2026-02-02
2025-09-30	$6,406,509	84,274	-2.5%	Shares	Sole	2025-11-06
2025-06-30	$5,959,756	86,461	-18.5%	Shares	Sole	2025-07-31
2025-03-31	$7,318,421	106,141	+15.0%	Shares	Sole	2025-04-23
2024-12-31	$5,683,219	92,335	-0.7%	Shares	Sole	2025-02-05
2024-09-30	$5,766,247	92,989	-0.2%	Shares	Sole	2024-11-05
2024-06-30	$4,934,473	93,156	-0.9%	Shares	Sole	2024-08-08
2024-03-31	$5,016,278	93,973	-3.6%	Shares	Sole	2024-05-07
2023-12-31	$5,090,596	97,521	-1.7%	Shares	Sole	2024-02-13
2023-09-30	$5,032,380	99,258	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$5,789,129	99,095	+0.6%	Shares	Sole	2023-08-03
2023-03-31	$6,019,158	98,481	+1.3%	Shares	Sole	2023-05-10
2022-12-31	$6,120,508	97,259	+1.1%	Shares	Sole	2023-02-08
2022-09-30	$5,714,042	96,196	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$6,514,821	99,844	-0.3%	Shares	Sole	2022-08-08
2022-03-31	$6,843,020	100,132	-3.2%	Shares	Sole	2022-05-12
2021-12-31	$7,095,714	103,421	+18.7%	Shares	Sole	2022-02-02
2021-09-30	$5,417,557	87,099	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$5,312,461	87,911	+20.0%	Shares	Sole	2021-08-03
2021-03-31	$4,359,739	73,236	+2.3%	Shares	Sole	2021-05-10
2020-12-31	$3,974,627	71,602	-3.0%	Shares	Sole	2021-02-11
2020-09-30	$3,751,176	73,813	+48.0%	Shares	Sole	2020-11-13
2020-06-30	$2,956,970	49,873	-10.8%	Shares	Sole	2020-08-11
2020-03-31	$3,076,579	55,887	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.