Allworth Financial’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 | $1.51M | Buy |
17,504
+1,106
| +7% | +$91.6K | 0.01% | 596 |
|
|
2026
Q1 | $1.34M | Buy |
16,398
+6,482
| +65% | +$512K | 0.01% | 627 |
|
|
2025
Q4 | $719K | Buy |
9,916
+54
| +0.5% | +$4.1K | ﹤0.01% | 799 |
|
|
2025
Q3 | $750K | Buy |
9,862
+435
| +5% | +$31K | ﹤0.01% | 747 |
|
|
2025
Q2 | $650K | Buy |
9,427
+1,460
| +18% | +$98.1K | ﹤0.01% | 761 |
|
|
2025
Q1 | $544K | Sell |
7,967
-8
| -0.1% | -$524 | ﹤0.01% | 664 |
|
|
2024
Q4 | $501K | Buy |
7,975
+3,654
| +85% | +$226K | ﹤0.01% | 691 |
|
|
2024
Q3 | $268K | Buy |
4,321
+1,246
| +41% | +$72.5K | ﹤0.01% | 732 |
|
|
2024
Q2 | $170K | Sell |
3,075
-550
| -15% | -$29.3K | ﹤0.01% | 872 |
|
|
2024
Q1 | $194K | Sell |
3,625
-1,602
| -31% | -$81.9K | ﹤0.01% | 797 |
|
|
2023
Q4 | $273K | Buy |
5,227
+682
| +15% | +$34.3K | ﹤0.01% | 653 |
|
|
2023
Q3 | $230K | Buy |
4,545
+202
| +5% | +$11.5K | ﹤0.01% | 653 |
|
|
2023
Q2 | $254K | Buy |
4,343
+2,480
| +133% | +$150K | ﹤0.01% | 637 |
|
|
2023
Q1 | $114K | Buy |
1,863
+106
| +6% | +$6.45K | ﹤0.01% | 811 |
|
|
2022
Q4 | $111K | Sell |
1,757
-109
| -6% | -$6.55K | ﹤0.01% | 789 |
|
|
2022
Q3 | $111K | Buy |
1,866
+217
| +13% | +$14.6K | ﹤0.01% | 738 |
|
|
2022
Q2 | $108K | Hold |
1,649
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $113K | Hold |
1,649
| – | – | ﹤0.01% | 696 |
|
|
2021
Q4 | $113K | Buy |
1,649
+6
| +0.4% | +$390 | ﹤0.01% | 656 |
|
|
2021
Q3 | $102K | Hold |
1,643
| – | – | ﹤0.01% | 610 |
|
|
2021
Q2 | $99K | Sell |
1,643
-80
| -5% | -$5K | ﹤0.01% | 476 |
|
|
2021
Q1 | $103K | Buy |
1,723
+80
| +5% | +$4.43K | ﹤0.01% | 445 |
|
|
2020
Q4 | $91K | Sell |
1,643
-120
| -7% | -$6.58K | ﹤0.01% | 381 |
|
|
2020
Q3 | $90K | Sell |
1,763
-263
| -13% | -$14.7K | ﹤0.01% | 341 |
|
|
2020
Q2 | $120K | Buy |
2,026
+119
| +6% | +$7.05K | ﹤0.01% | 292 |
|
|
2020
Q1 | $105K | Buy |
1,907
+264
| +16% | +$17.3K | ﹤0.01% | 305 |
|
|
2019
Q4 | $107K | Hold |
1,643
| – | – | ﹤0.01% | 270 |
|
|
2019
Q3 | $109K | Hold |
1,643
| – | – | ﹤0.01% | 226 |
|
|
2019
Q2 | $99K | Hold |
1,643
| – | – | ﹤0.01% | 236 |
|
|
2019
Q1 | $95K | Sell |
1,643
-520
| -24% | -$29.6K | ﹤0.01% | 241 |
|
|
2018
Q4 | $123K | Hold |
2,163
| – | – | 0.01% | 195 |
|
|
2018
Q3 | $119K | Sell |
2,163
-175
| -7% | -$9.9K | 0.01% | 202 |
|
|
2018
Q2 | $131K | Buy |
+2,338
| New | +$125K | 0.01% | 191 |
|
Other funds holding EVRG
Allworth Financial's EVRG Position: Q2 2026 in Review
Allworth Financial increased its Evergy (EVRG) stake by 6.7% in Q2 2026, buying an estimated $91.6K and bringing the position to 17,504 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #596.
Allworth Financial first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Allworth Financial held 17,504 shares of Evergy worth $1.51M as of Q2 2026.
- Allworth Financial bought 1,106 Evergy shares in Q2 2026, an estimated $91.6K.
- Evergy made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #596 holding.
- Allworth Financial first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.