TRUIST FINANCIAL CORP

Position in EVRG — Evergy, Inc.

CIK 92230 CHARLOTTE, NC

Back to EVRG Full portfolio

Position in EVRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$177,302,500

+$20,962,769 QoQ

Shares Held

2,051,400

+7.5% QoQ

Ownership

0.890%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#23

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Common Shares in EVRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $965,270,156 across 31 Utilities - Regulated Electric names. EVRG ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	2,471,103	$283,830,889
2	EVRG	Evergy, Inc. This page	2,051,400	$177,302,500
3	NEE	Nextera Energy Inc	1,079,300	$94,730,160
4	SO	Southern Co	971,161	$92,949,818
5	DUK	Duke Energy CORP	723,390	$91,566,705
6	AEP	American Electric Power Co Inc	248,363	$33,978,540
7	WEC	Wec Energy Group, Inc.	251,889	$29,413,077
8	CMS	Cms Energy Corp	322,139	$24,643,633

All Filings in EVRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$177,302,500	2,051,400	+7.5%	Shares	Defined	2026-07-28
2026-03-31	$156,339,731	1,908,444	+3.3%	Shares	Defined	2026-04-27
2025-12-31	$133,918,749	1,847,410	+28.4%	Shares	Defined	2026-02-02
2025-09-30	$109,389,585	1,438,958	+169.2%	Shares	Defined	2025-11-03
2025-06-30	$36,847,082	534,558	+2959.7%	Shares	Defined	2025-07-18
2025-03-31	$1,204,624	17,471	-11.5%	Shares	Defined	2025-04-29
2024-12-31	$1,214,995	19,740	+3.3%	Shares	Defined	2025-01-31
2024-09-30	$1,184,762	19,106	+8.2%	Shares	Defined	2024-11-13
2024-06-30	$935,449	17,660	-4.2%	Shares	Defined	2024-08-21
2024-03-31	$984,004	18,434	-79.2%	Shares	Defined	2024-05-13
2023-12-31	$4,617,402	88,456	-32.2%	Shares	Defined	2024-02-02
2023-09-30	$6,617,209	130,517	+26.8%	Shares	Defined	2023-11-14
2023-06-30	$6,012,118	102,912	+0.1%	Shares	Defined	2023-08-01
2023-03-31	$6,283,990	102,814	+18.8%	Shares	Defined	2023-05-05
2022-12-31	$5,446,086	86,542	-7.5%	Shares	Defined	2023-02-17
2022-09-30	$5,556,333	93,541	+12.3%	Shares	Defined	2022-10-26
2022-06-30	$5,435,388	83,301	-17.8%	Shares	Defined	2022-07-22
2022-03-31	$6,922,157	101,290	+50.3%	Shares	Defined	2022-04-22
2021-12-31	$4,623,009	67,381	+755.1%	Shares	Defined	2022-02-14
2021-09-30	$490,134	7,880	+11.6%	Shares	Defined	2021-11-05
2021-06-30	$426,815	7,063	+8.1%	Shares	Defined	2021-08-16
2021-03-31	$388,908	6,533	+1.7%	Shares	Defined	2021-05-17
2020-12-31	$356,595	6,424	-16.7%	Shares	Defined	2021-11-19
2020-09-30	$391,719	7,708	-25.3%	Shares	Defined	2021-11-05
2020-06-30	$611,930	10,321	-10.1%	Shares	Defined	2021-11-16
2020-03-31	$632,138	11,483	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.