CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in EVRG — Evergy, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$194,368,882
+$11,540,891 QoQ
Shares Held
2,248,859
+0.8% QoQ
Ownership
0.976%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. EVRG ranks #17 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,368,882 | 2,248,859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $182,827,991 | 2,231,787 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $158,609,569 | 2,188,020 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $166,109,781 | 2,185,080 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $150,749,772 | 2,186,998 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $149,900,540 | 2,174,047 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $132,978,282 | 2,160,492 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $132,392,032 | 2,135,011 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $79,469,619 | 1,500,276 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $78,022,396 | 1,461,641 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $73,770,814 | 1,413,234 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $69,318,662 | 1,367,232 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $78,941,310 | 1,351,272 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $82,254,807 | 1,345,792 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $84,537,141 | 1,343,352 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $77,849,640 | 1,310,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $83,782,696 | 1,284,026 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $88,232,202 | 1,291,077 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $85,448,952 | 1,245,430 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $74,247,518 | 1,193,690 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $70,844,204 | 1,172,335 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $65,721,893 | 1,104,013 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $58,760,943 | 1,058,565 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $52,623,957 | 1,035,497 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $62,935,623 | 1,061,488 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $54,132,041 | 983,325 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||