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Edgemoor Investment Advisors, Inc.: EVRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on EVRG, newest first. How the timeline and the estimate are built.

Edgemoor Investment Advisors, Inc. held 94,683 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,683 shares
    Change vs previous 13F +760 shares

    0.56% of the 13F portfolio, value $8,183,452.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,923 shares
    Change vs previous 13F +3,332 shares

    0.61% of the 13F portfolio, value $7,694,172.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,591 shares
    Change vs previous 13F +2,452 shares

    0.51% of the 13F portfolio, value $6,566,942.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 88,139 shares
    Change vs previous 13F +2,781 shares

    0.52% of the 13F portfolio, value $6,700,327.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,358 shares
    Change vs previous 13F +4,297 shares

    0.51% of the 13F portfolio, value $5,883,727.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 81,061 shares
    Change vs previous 13F +2,986 shares

    0.51% of the 13F portfolio, value $5,589,202.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,075 shares
    Change vs previous 13F +11,893 shares

    0.42% of the 13F portfolio, value $4,805,557.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,182 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,103,987.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).