Advocate Group
EVRG icon

Advocate Group’s Evergy EVRG Stock Holding History

Advocate Group’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 		$9.7M Sell
123,600
-4,251
-3% -$352K 1.5% 22
2026
Q2 		$11.1M Sell
127,851
-13,537
-10% -$1.12M 1.66% 14
2026
Q1 		$11.6M Sell
141,388
-67
-0% -$5.3K 1.81% 12
2025
Q4 		$10.3M Sell
141,455
-5,033
-3% -$382K 1.66% 18
2025
Q3 		$11.1M Buy
146,488
+550
+0.4% +$39.2K 1.83% 13
2025
Q2 		$10.1M Buy
145,938
+6,429
+5% +$432K 1.8% 15
2025
Q1 		$9.6M Buy
139,509
+6,941
+5% +$454K 1.75% 14
2024
Q4 		$8.16M Buy
132,568
+12,918
+11% +$799K 1.54% 25
2024
Q3 		$7.42M Buy
119,650
+4,981
+4% +$290K 1.35% 33
2024
Q2 		$6.07M Buy
114,669
+2,422
+2% +$129K 1.22% 34
2024
Q1 		$5.99M Buy
112,247
+14,803
+15% +$756K 1.19% 36
2023
Q4 		$5.09M Buy
97,444
+9,784
+11% +$492K 1.09% 40
2023
Q3 		$4.44M Sell
87,660
-2,187
-2% -$124K 1.03% 45
2023
Q2 		$5.25M Buy
89,847
+13,966
+18% +$843K 1.15% 36
2023
Q1 		$4.64M Buy
75,881
+24,279
+47% +$1.48M 1.01% 40
2022
Q4 		$3.25M Buy
51,602
+31,841
+161% +$1.91M 0.7% 56
2022
Q3 		$1.17M Buy
19,761
+8,250
+72% +$555K 0.29% 69
2022
Q2 		$751K Buy
+11,511
New +$781K 0.17% 78

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Advocate Group's EVRG Position: Q3 2026 in Review

Advocate Group reduced its Evergy (EVRG) stake by 3.3% in Q3 2026, selling an estimated $352K and leaving 123,600 shares worth $9.7M. The position accounts for 1.5% of the portfolio, ranked #22.

Advocate Group first reported a position in EVRG in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.6M in Q1 2026. 322 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Advocate Group held 123,600 shares of Evergy worth $9.7M as of Q3 2026.
  • Advocate Group sold 4,251 Evergy shares in Q3 2026, an estimated $352K.
  • Evergy made up 1.5% of Advocate Group's portfolio in Q3 2026, its #22 holding.
  • Advocate Group first reported a position in Evergy in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Evergy position peaked at $11.6M in Q1 2026.
  • 322 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.