Position in EVRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$806,132
-$21,669 QoQ
Shares Held
9,327
-7.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#432
of 935 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ROCKLAND TRUST CO holds $71,367,921 across 11 Utilities - Regulated Electric names. EVRG ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
375,692 | $32,974,486 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
120,208 | $14,036,687 | |
| 3 | SO |
Southern Co
|
108,723 | $10,405,878 | |
| 4 | ED |
Consolidated Edison Inc
|
92,135 | $10,192,894 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
9,327 | $806,132 | |
| 6 | EIX |
Edison International
|
9,582 | $713,379 | |
| 7 | D |
Dominion Energy, Inc
|
9,787 | $668,353 | |
| 8 | ES |
Eversource Energy
|
6,936 | $501,264 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,132 | 9,327 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $827,801 | 10,105 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $733,526 | 10,119 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,141,895 | 15,021 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,042,497 | 15,124 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $1,043,626 | 15,136 | Shares | Other | 2025-04-16 | |
| 2024-12-31 | $983,876 | 15,985 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $1,042,388 | 16,810 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $858,855 | 16,214 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $844,151 | 15,814 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $768,749 | 14,727 | Shares | Sole | 2024-01-11 | |
| 2023-06-30 | $231,401 | 3,961 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $262,021 | 4,287 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $340,577 | 5,412 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $393,287 | 6,621 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $669,399 | 10,259 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,576,467 | 23,068 | Shares | Defined | 2022-04-18 | |
| 2021-12-31 | $3,071,669 | 44,770 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,759,990 | 60,450 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $11,317,329 | 187,280 | Shares | Other | 2021-07-21 | |
| 2021-03-31 | $11,503,576 | 193,240 | Shares | Other | 2021-04-22 | |
| 2020-12-31 | $10,562,831 | 190,287 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $9,251,120 | 182,037 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $10,705,698 | 180,565 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $9,855,326 | 179,025 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||