Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,679,075
+$199,764 QoQ
Shares Held
19,427
+7.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#326
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. EVRG ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
This page
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,679,075 | 19,427 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,479,311 | 18,058 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,330,190 | 18,350 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,569,736 | 20,649 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,558,851 | 22,615 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,666,175 | 24,165 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $1,806,492 | 29,350 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $2,056,870 | 33,170 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $2,749,778 | 51,912 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,584,424 | 29,682 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,625,455 | 31,139 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,648,966 | 32,524 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,912,027 | 32,729 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $2,237,541 | 36,609 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $2,401,156 | 38,156 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $2,282,207 | 38,421 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $2,523,021 | 38,667 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $2,704,212 | 39,570 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,807,315 | 40,917 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,688,232 | 27,142 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,650,947 | 27,320 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,658,922 | 27,867 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,544,010 | 27,815 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,575,775 | 31,007 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,838,404 | 31,007 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,694,768 | 30,786 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||