Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,133,531
+$929,030 QoQ
Shares Held
614,758
-3.5% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#65
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HSBC HOLDINGS PLC holds $3,534,713,713 across 34 Utilities - Regulated Electric names. EVRG ranks #20 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
8,890,472 | $414,473,801 | |
| 2 | NEE |
Nextera Energy Inc
|
4,077,202 | $357,856,013 | |
| 3 | PCG |
PG&E Corp
|
17,586,566 | $295,806,037 | |
| 4 | ES |
Eversource Energy
|
3,759,955 | $271,731,945 | |
| 5 | EIX |
Edison International
|
3,507,101 | $261,103,665 | |
| 6 | DUK |
Duke Energy CORP
|
1,666,269 | $210,916,327 | |
| 7 | SO |
Southern Co
|
1,992,743 | $190,725,430 | |
| 8 | D |
Dominion Energy, Inc
|
2,520,262 | $172,108,689 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,133,531 | 614,758 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $52,204,501 | 637,262 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $88,090,424 | 1,215,208 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $74,359,873 | 978,162 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $58,059,528 | 842,297 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,722,953 | 605,119 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $48,186,015 | 782,876 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $52,639,046 | 848,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,522,501 | 840,523 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $59,677,023 | 1,117,966 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $53,128,323 | 1,017,784 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $24,113,375 | 475,609 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,069,714 | 309,307 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,234,326 | 265,614 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,964,540 | 364,922 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,164,586 | 187,956 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,671,984 | 224,858 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $13,824,293 | 202,287 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,077,047 | 219,750 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,266,077 | 213,281 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,186,136 | 185,109 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,051,505 | 185,646 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $34,985,787 | 630,261 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $11,452,184 | 225,348 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,670,525 | 129,373 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,507,591 | 154,543 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||