UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in EVRG — Evergy, Inc.
CIK 861177
NEW YORK, NY
Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$100,274,439
+$13,159,404 QoQ
Shares Held
1,160,181
+9.1% QoQ
Ownership
0.503%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#37
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. EVRG ranks #21 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,274,439 | 1,160,181 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $87,115,035 | 1,063,416 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $75,647,225 | 1,043,554 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $79,951,064 | 1,051,711 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $116,127,880 | 1,684,722 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $73,490,833 | 1,065,857 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $70,420,950 | 1,144,126 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $61,400,622 | 990,173 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $51,598,972 | 974,117 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $43,440,425 | 813,796 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $43,288,150 | 829,275 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,074,276 | 750,972 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $48,344,997 | 827,542 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $50,579,361 | 827,542 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $52,640,249 | 836,489 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $48,978,859 | 824,560 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $51,293,085 | 786,101 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $58,322,992 | 853,424 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $56,200,437 | 819,129 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $46,680,351 | 750,488 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $46,706,404 | 772,901 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $49,901,791 | 838,263 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $46,830,617 | 843,643 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $67,284,506 | 1,323,977 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $77,903,677 | 1,313,943 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $76,046,560 | 1,381,409 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||