Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,601,202
-$374,053 QoQ
Shares Held
18,526
-23.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#333
of 935 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $222,459,976 across 20 Utilities - Regulated Electric names. EVRG ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
223,640 | $24,741,293 | |
| 2 | DTE |
Dte Energy Co
|
154,854 | $23,595,103 | |
| 3 | AEE |
Ameren Corp
|
201,750 | $22,805,820 | |
| 4 | EXC |
Exelon Corp
|
465,479 | $21,700,630 | |
| 5 | AEP |
American Electric Power Co Inc
|
155,495 | $21,273,270 | |
| 6 | EIX |
Edison International
|
243,047 | $18,094,849 | |
| 7 | OGE |
Oge Energy Corp.
|
355,297 | $17,288,752 | |
| 8 | ETR |
Entergy Corp /De/
|
146,979 | $16,882,007 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,202 | 18,526 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,975,255 | 24,112 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,751,285 | 37,954 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,694,452 | 35,444 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $442,530 | 6,420 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $270,820 | 4,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $272,844 | 4,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,068 | 4,400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $234,872 | 4,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,274,374 | 177,670 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,836,851 | 450,431 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,821,615 | 459,117 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,474,768 | 465,883 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,546,893 | 469,520 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $29,320,493 | 493,611 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,449,151 | 497,305 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $36,135,253 | 528,757 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $39,891,020 | 581,417 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $35,552,711 | 571,587 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,995,393 | 512,914 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,603,868 | 346,109 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,676,089 | 138,283 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,167,157 | 259,094 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $28,810,552 | 485,926 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $34,243,962 | 622,052 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||