Ameritas Advisory Services’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
$648K Buy
7,500
+4,416
+143% +$366K 0.01% 693
2026
Q1
$253K Buy
3,084
+5
+0.2% +$395 0.01% 835
2025
Q4
$223K Buy
3,079
+1,317
+75% +$99.9K 0.01% 866
2025
Q3
$134K Sell
1,762
-2,772
-61% -$198K 0.01% 743
2025
Q2
$313K Buy
4,534
+652
+17% +$43.8K 0.02% 621
2025
Q1
$257K Buy
3,882
+419
+12% +$27.4K 0.01% 738
2024
Q4
$213K Sell
3,463
-89
-3% -$5.5K 0.01% 817
2024
Q3
$220K Buy
+3,552
New +$207K 0.01% 784
2023
Q2
Sell
-2,751
Closed -$172K 1151
2023
Q1
$172K Buy
+2,751
New +$167K 0.01% 809
2022
Q3
Sell
-3,070
Closed -$200K 776
2022
Q2
$200K Sell
3,070
-245
-7% -$16.6K 0.01% 754
2022
Q1
$227K Buy
3,315
+354
+12% +$22.8K 0.01% 755
2021
Q4
$203K Buy
+2,961
New +$193K 0.01% 778

Other funds holding EVRG

Ameritas Advisory Services's EVRG Position: Q2 2026 in Review

Ameritas Advisory Services increased its Evergy (EVRG) stake by 143% in Q2 2026, buying an estimated $366K and bringing the position to 7,500 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #693.

Ameritas Advisory Services first reported a position in EVRG in Q4 2021 and has held it in 12 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ameritas Advisory Services held 7,500 shares of Evergy worth $648K as of Q2 2026.
  • Ameritas Advisory Services bought 4,416 Evergy shares in Q2 2026, an estimated $366K.
  • Evergy made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #693 holding.
  • Ameritas Advisory Services first reported a position in Evergy in Q4 2021 and has held it in 12 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.