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Superior Planning, LLC’s Evergy EVRG Stock Holding History

Superior Planning, LLC’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.5K Buy
+452
New +$37.5K 0.01% 481

Other funds holding EVRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's EVRG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Evergy (EVRG) in Q3 2026: 452 shares worth $35.5K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings.

631 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Superior Planning, LLC held 452 shares of Evergy worth $35.5K as of Q3 2026.
  • Evergy was a new Superior Planning, LLC position in Q3 2026.
  • Evergy made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #481 holding.
  • 631 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.