Advisors Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.95M | Buy |
45,658
+3,950
| +9% | +$327K | 0.06% | 415 |
|
|
2026
Q1 | $3.42M | Buy |
41,708
+1,590
| +4% | +$126K | 0.06% | 433 |
|
|
2025
Q4 | $2.91M | Buy |
40,118
+2,889
| +8% | +$219K | 0.05% | 477 |
|
|
2025
Q3 | $2.83M | Buy |
37,229
+3,397
| +10% | +$242K | 0.05% | 494 |
|
|
2025
Q2 | $2.33M | Buy |
33,832
+1,228
| +4% | +$82.5K | 0.04% | 532 |
|
|
2025
Q1 | $2.25M | Buy |
32,604
+6,951
| +27% | +$455K | 0.04% | 526 |
|
|
2024
Q4 | $1.58M | Buy |
25,653
+2,471
| +11% | +$153K | 0.03% | 612 |
|
|
2024
Q3 | $1.44M | Buy |
23,182
+1,327
| +6% | +$77.2K | 0.03% | 646 |
|
|
2024
Q2 | $1.16M | Buy |
21,855
+348
| +2% | +$18.5K | 0.02% | 685 |
|
|
2024
Q1 | $1.15M | Sell |
21,507
-961
| -4% | -$49.1K | 0.02% | 705 |
|
|
2023
Q4 | $1.17M | Sell |
22,468
-681
| -3% | -$34.3K | 0.02% | 682 |
|
|
2023
Q3 | $1.17M | Sell |
23,149
-57
| -0.2% | -$3.24K | 0.03% | 679 |
|
|
2023
Q2 | $1.36M | Buy |
23,206
+1,470
| +7% | +$88.8K | 0.03% | 643 |
|
|
2023
Q1 | $1.33M | Buy |
21,736
+3,645
| +20% | +$222K | 0.03% | 658 |
|
|
2022
Q4 | $1.14M | Buy |
18,091
+4,925
| +37% | +$296K | 0.02% | 701 |
|
|
2022
Q3 | $782K | Buy |
13,166
+1,787
| +16% | +$120K | 0.02% | 808 |
|
|
2022
Q2 | $742K | Buy |
11,379
+3,626
| +47% | +$246K | 0.01% | 836 |
|
|
2022
Q1 | $530K | Buy |
7,753
+265
| +4% | +$17.1K | 0.01% | 989 |
|
|
2021
Q4 | $514K | Buy |
7,488
+1,512
| +25% | +$98.3K | 0.01% | 994 |
|
|
2021
Q3 | $372K | Buy |
5,976
+1,418
| +31% | +$93K | 0.01% | 1091 |
|
|
2021
Q2 | $275K | Sell |
4,558
-14,930
| -77% | -$934K | ﹤0.01% | 1151 |
|
|
2021
Q1 | $1.16M | Sell |
19,488
-12,605
| -39% | -$698K | 0.02% | 779 |
|
|
2020
Q4 | $1.78M | Sell |
32,093
-9,520
| -23% | -$522K | 0.03% | 603 |
|
|
2020
Q3 | $2.11M | Sell |
41,613
-507
| -1% | -$28.3K | 0.04% | 449 |
|
|
2020
Q2 | $2.5M | Buy |
42,120
+3,641
| +9% | +$216K | 0.05% | 385 |
|
|
2020
Q1 | $2.12M | Buy |
38,479
+19,480
| +103% | +$1.28M | 0.05% | 378 |
|
|
2019
Q4 | $1.24M | Buy |
18,999
+10,632
| +127% | +$678K | 0.02% | 690 |
|
|
2019
Q3 | $557K | Buy |
+8,367
| New | +$529K | 0.01% | 943 |
|
|
2019
Q1 | – | Sell |
-3,797
| Closed | -$216K | – | 1582 |
|
|
2018
Q4 | $216K | Sell |
3,797
-1,925
| -34% | -$111K | ﹤0.01% | 1185 |
|
|
2018
Q3 | $314K | Sell |
5,722
-7,671
| -57% | -$434K | 0.01% | 1153 |
|
|
2018
Q2 | $752K | Buy |
+13,393
| New | +$717K | 0.01% | 930 |
|
Other funds holding EVRG
Advisors Asset Management's EVRG Position: Q2 2026 in Review
Advisors Asset Management increased its Evergy (EVRG) stake by 9.5% in Q2 2026, buying an estimated $327K and bringing the position to 45,658 shares worth $3.95M. The position accounts for 0.06% of the portfolio, ranked #415.
Advisors Asset Management first reported a position in EVRG in Q2 2018 and has held it in 31 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Advisors Asset Management held 45,658 shares of Evergy worth $3.95M as of Q2 2026.
- Advisors Asset Management bought 3,950 Evergy shares in Q2 2026, an estimated $327K.
- Evergy made up 0.06% of Advisors Asset Management's portfolio in Q2 2026, its #415 holding.
- Advisors Asset Management first reported a position in Evergy in Q2 2018 and has held it in 31 quarters since.
- 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.