Activest Wealth Management
EVRG icon

Activest Wealth Management’s Evergy EVRG Stock Holding History

Activest 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 		– Sell
-7
Closed -$605 – 1162
2026
Q2 		$605 Buy
+7
New +$580 ﹤0.01% 1034
2025
Q4 		– Sell
-10
Closed -$760 – 1196
2025
Q3 		$760 Buy
10
+3
+43% +$214 ﹤0.01% 908
2025
Q2 		$483 Buy
+7
New +$470 ﹤0.01% 870

Other funds holding EVRG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

Activest Wealth Management sold out of Evergy (EVRG) in Q3 2026, closing a stake of 7 shares — an estimated $605 sold.

Activest Wealth Management first reported a position in EVRG in Q2 2025 and held it in 3 quarters. The position peaked at $760 in Q3 2025. 393 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Activest Wealth Management reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 7 Evergy shares in Q3 2026, an estimated $605.
  • Activest Wealth Management first reported a position in Evergy in Q2 2025 and held it in 3 quarters.
  • Activest Wealth Management's Evergy position peaked at $760 in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.