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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
Q2 		$11.1M Sell
127,851
-13,537
-10% -$1.12M 1.66% 14
2026
Q1 		$11.6M Sell
141,388
-67
-0% -$5.29K 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 		$9.62M 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 $83.7B AUM 27.22% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Advocate Group's EVRG Position: Q2 2026 in Review

Advocate Group reduced its Evergy (EVRG) stake by 9.6% in Q2 2026, selling an estimated $1.12M and leaving 127,851 shares worth $11.1M. The position accounts for 1.66% of the portfolio, ranked #14.

Advocate Group first reported a position in EVRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q1 2026. 360 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Advocate Group held 127,851 shares of Evergy worth $11.1M as of Q2 2026.
  • Advocate Group sold 13,537 Evergy shares in Q2 2026, an estimated $1.12M.
  • Evergy made up 1.66% of Advocate Group's portfolio in Q2 2026, its #14 holding.
  • Advocate Group first reported a position in Evergy in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Evergy position peaked at $11.6M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.