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Adamsbrown Wealth Consultants’s Evergy EVRG Stock Holding History

Adamsbrown Wealth Consultants’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
Q2 		$1.08M Buy
12,493
+506
+4% +$41.9K 0.2% 50
2026
Q1 		$982K Sell
11,987
-6,743
-36% -$533K 0.26% 41
2025
Q4 		$1.36M Sell
18,730
-450
-2% -$34.1K 0.38% 33
2025
Q3 		$1.46M Sell
19,180
-730
-4% -$52K 0.4% 31
2025
Q2 		$1.37M Sell
19,910
-249
-1% -$16.7K 0.4% 32
2025
Q1 		$1.39M Buy
20,159
+94
+0.5% +$6.15K 0.44% 30
2024
Q4 		$1.23M Buy
20,065
+362
+2% +$22.4K 0.42% 28
2024
Q3 		$1.22M Sell
19,703
-3
-0% -$175 0.42% 28
2024
Q2 		$1.04M Buy
19,706
+10
+0.1% +$532 0.41% 27
2024
Q1 		$1.05M Sell
19,696
-63
-0.3% -$3.22K 0.43% 29
2023
Q4 		$1.03M Sell
19,759
-64
-0.3% -$3.22K 0.45% 26
2023
Q3 		$1.01M Sell
19,823
-1,012
-5% -$57.5K 0.5% 27
2023
Q2 		$1.22M Sell
20,835
-65
-0.3% -$3.93K 0.64% 24
2023
Q1 		$1.28M Buy
20,900
+1,410
+7% +$85.8K 0.74% 23
2022
Q4 		$1.23M Sell
19,490
-41
-0.2% -$2.46K 0.74% 23
2022
Q3 		$1.16M Buy
19,531
+122
+0.6% +$8.21K 0.88% 25
2022
Q2 		$1.27M Buy
19,409
+12,858
+196% +$872K 1% 22
2022
Q1 		$448K Buy
6,551
+423
+7% +$27.3K 0.35% 49
2021
Q4 		$420K Buy
+6,128
New +$398K 0.38% 45

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Adamsbrown Wealth Consultants's EVRG Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Evergy (EVRG) stake by 4.2% in Q2 2026, buying an estimated $41.9K and bringing the position to 12,493 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #50.

Adamsbrown Wealth Consultants first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2025. 126 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Adamsbrown Wealth Consultants held 12,493 shares of Evergy worth $1.08M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 506 Evergy shares in Q2 2026, an estimated $41.9K.
  • Evergy made up 0.2% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #50 holding.
  • Adamsbrown Wealth Consultants first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Evergy position peaked at $1.46M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.