Position in EVRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,064,951
+$35,468,765 QoQ
Shares Held
2,754,425
+11.4% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#14
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Derivatives in EVRG
reported options exposure · as of Mar 31, 2025CallValue
$227,535
CallShares
3,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. EVRG ranks #19 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in EVRG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,064,951 | 2,754,425 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $202,596,186 | 2,473,098 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,471,560 | 1,772,266 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $142,205,292 | 1,870,630 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $90,798,454 | 1,317,256 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $98,441,636 | 1,427,725 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $227,535 | 3,300 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $84,053,047 | 1,365,606 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $72,400,083 | 1,167,555 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $54,459,990 | 1,028,129 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $57,114,409 | 1,069,959 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $56,578,273 | 1,083,875 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $48,139,648 | 949,500 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $40,569,183 | 694,440 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $24,685,634 | 403,888 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $62,304,034 | 990,053 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $27,853,371 | 468,912 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $29,454,110 | 451,404 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $41,640,039 | 609,307 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $39,430,645 | 574,707 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $22,361,583 | 359,511 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $17,614,497 | 291,486 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $39,958,678 | 671,236 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $22,871,062 | 412,017 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $122,156,846 | 2,403,716 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $123,639,629 | 2,085,337 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $135,423,383 | 2,460,007 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||