Abound Wealth Management
EVRG icon

Abound Wealth Management’s Evergy EVRG Stock Holding History

Abound Wealth Management’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 		$5.45K Buy
69
+27
+64% +$2.24K ﹤0.01% 677
2026
Q2 		$3.67K Buy
42
+15
+56% +$1.24K ﹤0.01% 654
2026
Q1 		$2.25K Buy
+27
New +$2.13K ﹤0.01% 888
2025
Q4 		– Hold
0
– – – 1421
2025
Q3 		– Hold
0
– – – 1345
2024
Q1 		– Sell
-9
Closed -$451 – 1326
2023
Q4 		$451 Buy
+9
New +$453 ﹤0.01% 964
2023
Q1 		– Sell
-18
Closed -$1.13K – 727
2022
Q4 		$1.13K Hold
18
– – ﹤0.01% 607
2022
Q3 		$1.07K Buy
+18
New +$1.21K ﹤0.01% 595

Other funds holding EVRG

Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Abound Wealth Management's EVRG Position: Q3 2026 in Review

Abound Wealth Management increased its Evergy (EVRG) stake by 64% in Q3 2026, buying an estimated $2.24K and bringing the position to 69 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Abound Wealth Management first reported a position in EVRG in Q3 2022 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Abound Wealth Management held 69 shares of Evergy worth $5.45K as of Q3 2026.
  • Abound Wealth Management bought 27 Evergy shares in Q3 2026, an estimated $2.24K.
  • Evergy made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #677 holding.
  • Abound Wealth Management first reported a position in Evergy in Q3 2022 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.