Position in EVRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$63,829,848
+$23,547,985 QoQ
Shares Held
738,515
+50.2% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#54
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $5,300,204,417 across 36 Utilities - Regulated Electric names. EVRG ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
24,632,401 | $1,409,712,306 | |
| 2 | EMA |
Emera Inc
|
18,233,933 | $966,763,125 | |
| 3 | NEE |
Nextera Energy Inc
|
4,856,603 | $426,264,041 | |
| 4 | D |
Dominion Energy, Inc
|
4,692,640 | $320,460,380 | |
| 5 | SO |
Southern Co
|
2,860,777 | $273,804,963 | |
| 6 | XEL |
Xcel Energy Inc
|
3,395,450 | $272,654,632 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,948,767 | $266,610,809 | |
| 8 | DUK |
Duke Energy CORP
|
1,705,120 | $215,834,086 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,829,848 | 738,515 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $40,281,863 | 491,722 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $20,833,551 | 287,399 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $18,007,690 | 236,881 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,686,948 | 227,578 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $40,948,713 | 593,890 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,535,844 | 317,398 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $61,875,560 | 997,832 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $40,953,912 | 773,153 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $48,202,725 | 903,011 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $103,660,115 | 1,985,826 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $8,866,008 | 174,872 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $7,211,013 | 123,434 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $6,730,104 | 110,113 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $8,797,360 | 139,796 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $5,132,929 | 86,413 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $25,645,402 | 393,033 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,634,924 | 97,087 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,009,931 | 131,321 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,215,527 | 180,314 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,877,286 | 146,902 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,762,010 | 113,590 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,868,607 | 159,766 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,162,537 | 180,294 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,386,093 | 141,442 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $9,232,541 | 167,712 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||