Position in EVRG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$26,765,988
+$1,998,869 QoQ
Shares Held
309,684
+2.4% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#93
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. EVRG ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,765,988 | 309,684 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $24,767,119 | 302,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,212,603 | 292,628 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $21,738,147 | 285,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,957,570 | 231,504 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,337,778 | 120,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,299,326 | 53,604 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,503,502 | 56,499 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,502,461 | 47,243 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,344,396 | 43,919 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,327,493 | 44,588 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,330,425 | 45,965 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,762,214 | 47,282 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,687,263 | 43,967 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,800,972 | 60,400 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,550,991 | 59,781 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,530,090 | 54,101 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,213,756 | 47,026 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,755,308 | 40,159 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,055,399 | 33,045 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $317,740 | 5,258 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $258,419 | 4,341 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $573,362 | 10,329 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $409,660 | 8,061 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $690,254 | 11,642 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $580,227 | 10,540 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||