Aspect Partners’s Evergy EVRG Stock Holding History

Aspect Partners’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	$9.33K	Hold	119	–	–	﹤0.01%	283
2026 Q2	$10.3K	Hold	119	–	–	﹤0.01%	279
2026 Q1	$9.7K	Hold	119	–	–	﹤0.01%	268
2025 Q4	$8.63K	Hold	119	–	–	﹤0.01%	298
2025 Q3	$9.05K	Hold	119	–	–	﹤0.01%	317
2025 Q2	$8.2K	Hold	119	–	–	﹤0.01%	317
2025 Q1	$8.2K	Hold	119	–	–	﹤0.01%	284
2024 Q4	$7.32K	Hold	119	–	–	﹤0.01%	321
2024 Q3	$7.38K	Hold	119	–	–	﹤0.01%	304
2024 Q2	$6.3K	Hold	119	–	–	﹤0.01%	326
2024 Q1	$6.35K	Hold	119	–	–	0.01%	322
2023 Q4	$6.21K	Buy	+119	New	+$5.99K	﹤0.01%	311

Other funds holding EVRG

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Aspect Partners's EVRG Position: Q3 2026 in Review

Aspect Partners held its Evergy (EVRG) position steady in Q3 2026 at 119 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Aspect Partners first reported a position in EVRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.3K in Q2 2026. 198 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Aspect Partners held 119 shares of Evergy worth $9.33K as of Q3 2026.
Aspect Partners left its Evergy share count unchanged in Q3 2026.
Evergy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #283 holding.
Aspect Partners first reported a position in Evergy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Evergy position peaked at $10.3K in Q2 2026.
198 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.