AE Wealth 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 | $945K | Buy |
10,937
+719
| +7% | +$59.5K | ﹤0.01% | 936 |
|
|
2026
Q1 | $837K | Buy |
10,218
+1,980
| +24% | +$156K | ﹤0.01% | 893 |
|
|
2025
Q4 | $597K | Buy |
8,238
+791
| +11% | +$60K | ﹤0.01% | 976 |
|
|
2025
Q3 | $566K | Buy |
7,447
+732
| +11% | +$52.2K | ﹤0.01% | 922 |
|
|
2025
Q2 | $463K | Buy |
6,715
+522
| +8% | +$35.1K | ﹤0.01% | 949 |
|
|
2025
Q1 | $427K | Buy |
6,193
+129
| +2% | +$8.44K | ﹤0.01% | 966 |
|
|
2024
Q4 | $373K | Buy |
6,064
+672
| +12% | +$41.6K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $334K | Sell |
5,392
-21,445
| -80% | -$1.25M | ﹤0.01% | 991 |
|
|
2024
Q2 | $1.42M | Buy |
26,837
+19,253
| +254% | +$1.02M | 0.01% | 616 |
|
|
2024
Q1 | $405K | Sell |
7,584
-29,905
| -80% | -$1.53M | ﹤0.01% | 877 |
|
|
2023
Q4 | $1.87M | Buy |
37,489
+4,160
| +12% | +$209K | 0.01% | 928 |
|
|
2023
Q3 | $1.69M | Sell |
33,329
-627
| -2% | -$35.6K | 0.01% | 910 |
|
|
2023
Q2 | $1.98M | Buy |
33,956
+398
| +1% | +$24K | 0.01% | 853 |
|
|
2023
Q1 | $2.05M | Buy |
33,558
+1,676
| +5% | +$102K | 0.01% | 787 |
|
|
2022
Q4 | $2.01M | Buy |
31,882
+1,748
| +6% | +$105K | 0.01% | 746 |
|
|
2022
Q3 | $1.79M | Buy |
30,134
+812
| +3% | +$54.6K | 0.01% | 736 |
|
|
2022
Q2 | $1.91M | Sell |
29,322
-47
| -0.2% | -$3.19K | 0.02% | 685 |
|
|
2022
Q1 | $2.01M | Buy |
29,369
+1,906
| +7% | +$123K | 0.01% | 703 |
|
|
2021
Q4 | $1.88M | Buy |
27,463
+3,228
| +13% | +$210K | 0.01% | 714 |
|
|
2021
Q3 | $1.51M | Buy |
24,235
+15,328
| +172% | +$1.01M | 0.01% | 741 |
|
|
2021
Q2 | $538K | Buy |
8,907
+1,254
| +16% | +$78.5K | ﹤0.01% | 1119 |
|
|
2021
Q1 | $456K | Sell |
7,653
-1,405
| -16% | -$77.8K | ﹤0.01% | 1066 |
|
|
2020
Q4 | $503K | Buy |
9,058
+634
| +8% | +$34.8K | 0.01% | 959 |
|
|
2020
Q3 | $428K | Buy |
8,424
+1,127
| +15% | +$63K | 0.01% | 934 |
|
|
2020
Q2 | $433K | Buy |
7,297
+1,068
| +17% | +$63.3K | 0.01% | 923 |
|
|
2020
Q1 | $343K | Sell |
6,229
-223
| -3% | -$14.7K | 0.01% | 840 |
|
|
2019
Q4 | $420K | Buy |
6,452
+458
| +8% | +$29.2K | 0.01% | 790 |
|
|
2019
Q3 | $399K | Buy |
5,994
+922
| +18% | +$58.3K | 0.01% | 680 |
|
|
2019
Q2 | $305K | Buy |
5,072
+968
| +24% | +$56.6K | 0.01% | 747 |
|
|
2019
Q1 | $238K | Buy |
4,104
+41
| +1% | +$2.33K | 0.02% | 546 |
|
|
2018
Q4 | $231K | Sell |
4,063
-44
| -1% | -$2.54K | 0.04% | 408 |
|
|
2018
Q3 | $226K | Buy |
+4,107
| New | +$232K | 0.01% | 528 |
|
Other funds holding EVRG
AE Wealth Management's EVRG Position: Q2 2026 in Review
AE Wealth Management increased its Evergy (EVRG) stake by 7% in Q2 2026, buying an estimated $59.5K and bringing the position to 10,937 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #936.
AE Wealth Management first reported a position in EVRG in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.05M in Q1 2023. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- AE Wealth Management held 10,937 shares of Evergy worth $945K as of Q2 2026.
- AE Wealth Management bought 719 Evergy shares in Q2 2026, an estimated $59.5K.
- Evergy made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #936 holding.
- AE Wealth Management first reported a position in Evergy in Q3 2018 and has held it in 32 quarters since.
- AE Wealth Management's Evergy position peaked at $2.05M in Q1 2023.
- 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.