Position in EVRG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$528,793
+$61,378 QoQ
Shares Held
6,455
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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, 2026STEPH & CO holds $3,846,297 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,981 | $1,165,481 | |
| 2 | DUK |
Duke Energy CORP
|
6,746 | $853,908 | |
| 3 | PCG |
PG&E Corp
|
38,294 | $644,105 | |
| 4 | EXC |
Exelon Corp
|
13,460 | $627,505 | |
| 5 | XEL |
Xcel Energy Inc
|
1,713 | $137,553 | |
| 6 | NEE |
Nextera Energy Inc
|
1,284 | $112,696 | |
| 7 | MGEE |
Mge Energy Inc
|
1,272 | $103,718 | |
| 8 | DTE |
Dte Energy Co
|
573 | $87,308 |
All Filings in EVRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $528,793 | 6,455 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $467,415 | 6,448 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $551,905 | 7,260 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $594,728 | 8,628 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $601,588 | 8,725 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $572,907 | 9,308 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $534,836 | 8,625 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $427,573 | 8,072 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $437,128 | 8,189 | Shares | Sole | 2024-04-12 | |
| 2020-03-31 | $16,459 | 299 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||