Position in EVRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$93,603
+$84,428 QoQ
Shares Held
1,083
+867.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#711
of 935 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. EVRG ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in EVRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,603 | 1,083 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,175 | 112 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $62,413 | 861 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $42,039 | 553 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,189 | 496 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,652 | 198 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,940 | 194 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,347 | 183 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,435 | 197 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $747 | 14 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $10,038 | 198 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,302 | 416 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,840 | 161 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $27,059 | 430 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,563 | 161 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,505 | 161 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,002 | 161 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,046 | 161 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,373 | 215 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,729 | 161 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,584 | 161 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,937 | 161 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,182 | 161 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||