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Disclosery

Summit Global Investments: EVRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Global Investments on EVRG, newest first. How the timeline and the estimate are built.

Summit Global Investments held 62,992 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,992 shares
    Change vs previous 13F -9 shares

    0.3% of the 13F portfolio, value $5,444,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 63,001 shares
    Change vs previous 13F -2,196 shares

    0.3% of the 13F portfolio, value $5,161,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 65,197 shares
    Change vs previous 13F +24,587 shares

    0.28% of the 13F portfolio, value $4,726,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 40,610 shares
    Change vs previous 13F -52,066 shares

    0.18% of the 13F portfolio, value $3,087,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 92,676 shares
    Change vs previous 13F -108,532 shares

    0.38% of the 13F portfolio, value $6,388,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 201,208 shares
    Change vs previous 13F +46,894 shares

    1.01% of the 13F portfolio, value $13,873,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 154,314 shares
    Change vs previous 13F +39,211 shares

    0.59% of the 13F portfolio, value $9,498,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 115,103 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,138,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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