Aprio Wealth Management
EVRG icon

Aprio Wealth Management’s Evergy EVRG Stock Holding History

Aprio Wealth Management’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 		$212K Hold
2,700
– – 0.01% 614
2026
Q2 		$233K Buy
2,700
+1
+0% +$83 0.01% 580
2026
Q1 		$221K Buy
+2,699
New +$213K 0.01% 574

Other funds holding EVRG

Geode Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Aprio Wealth Management's EVRG Position: Q3 2026 in Review

Aprio Wealth Management held its Evergy (EVRG) position steady in Q3 2026 at 2,700 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #614.

Aprio Wealth Management first reported a position in EVRG in Q1 2026 and has held it in 3 quarters since. The position peaked at $233K in Q2 2026. 505 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Aprio Wealth Management held 2,700 shares of Evergy worth $212K as of Q3 2026.
  • Aprio Wealth Management left its Evergy share count unchanged in Q3 2026.
  • Evergy made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #614 holding.
  • Aprio Wealth Management first reported a position in Evergy in Q1 2026 and has held it in 3 quarters since.
  • Aprio Wealth Management's Evergy position peaked at $233K in Q2 2026.
  • 505 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.