Position in EVRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$167,878,085
+$12,066,086 QoQ
Shares Held
1,942,359
+2.1% QoQ
Ownership
0.843%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#25
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 20%
None 1%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. EVRG ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
101,483,416 | $1,706,951,053 | |
| 2 | DUK |
Duke Energy CORP
|
12,742,489 | $1,612,944,254 | |
| 3 | D |
Dominion Energy, Inc
|
20,030,451 | $1,367,879,497 | |
| 4 | SO |
Southern Co
|
13,831,354 | $1,323,798,889 | |
| 5 | XEL |
Xcel Energy Inc
|
16,269,553 | $1,306,445,102 | |
| 6 | NEE |
Nextera Energy Inc
|
12,519,204 | $1,098,810,531 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,176,896 | $571,441,140 | |
| 8 | CMS |
Cms Energy Corp
|
7,242,159 | $554,025,162 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,878,085 | 1,942,359 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $155,811,999 | 1,902,002 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $144,492,791 | 1,993,279 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $155,596,744 | 2,046,787 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,617,292 | 458,687 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $28,120,288 | 407,836 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,456,734 | 218,631 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,530,888 | 218,205 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,039,137 | 869,155 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $66,110,861 | 1,238,495 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $79,981,308 | 1,532,209 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $95,839,475 | 1,890,325 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $108,361,094 | 1,854,863 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $112,563,111 | 1,841,674 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $113,334,850 | 1,800,967 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $111,046,100 | 1,869,463 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $121,305,033 | 1,859,081 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $146,829,445 | 2,148,514 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $150,962,373 | 2,200,297 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $136,807,342 | 2,199,475 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $132,658,893 | 2,195,249 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $129,218,970 | 2,170,653 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $119,984,196 | 2,161,488 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $112,126,450 | 2,206,345 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $126,969,888 | 2,141,506 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $129,395,407 | 2,350,507 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||