Position in EVRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$235,781
+$12,304 QoQ
Shares Held
2,728
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#652
of 935 holders
Holding Since
Sep 2023
6 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, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $31,602,800 across 11 Utilities - Regulated Electric names. EVRG ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
188,777 | $18,067,846 | |
| 2 | DUK |
Duke Energy CORP
|
36,014 | $4,558,652 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
30,676 | $3,582,036 | |
| 4 | NEE |
Nextera Energy Inc
|
19,586 | $1,719,063 | |
| 5 | ED |
Consolidated Edison Inc
|
12,843 | $1,420,821 | |
| 6 | LNT |
Alliant Energy Corp
|
6,268 | $478,185 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,466 | $474,183 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,132 | $416,513 |
All Filings in EVRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,781 | 2,728 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $223,477 | 2,728 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $245,392 | 3,228 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $222,506 | 3,228 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $222,570 | 3,228 | Shares | Sole | 2025-04-30 | |
| 2023-09-30 | $201,532 | 3,975 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||