AssetMark Inc
EVRG icon

AssetMark Inc’s Evergy EVRG Stock Holding History

AssetMark Inc’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 		$6.02M Buy
76,795
+3,317
+5% +$275K 0.01% 694
2026
Q2 		$6.35M Buy
73,478
+17,243
+31% +$1.43M 0.01% 670
2026
Q1 		$4.61M Buy
56,235
+2,739
+5% +$216K 0.01% 686
2025
Q4 		$3.88M Buy
53,496
+1,069
+2% +$81.1K 0.01% 711
2025
Q3 		$3.99M Buy
52,427
+15,379
+42% +$1.1M 0.01% 676
2025
Q2 		$2.55M Buy
37,048
+15,296
+70% +$1.03M 0.01% 717
2025
Q1 		$1.5M Buy
21,752
+1,277
+6% +$83.6K ﹤0.01% 790
2024
Q4 		$1.26M Buy
20,475
+634
+3% +$39.2K ﹤0.01% 804
2024
Q3 		$1.23M Buy
19,841
+4
+0% +$233 ﹤0.01% 749
2024
Q2 		$1.05M Buy
19,837
+962
+5% +$51.2K ﹤0.01% 751
2024
Q1 		$1.01M Sell
18,875
-676
-3% -$34.5K ﹤0.01% 730
2023
Q4 		$1.02M Buy
19,551
+2,676
+16% +$135K ﹤0.01% 675
2023
Q3 		$856K Buy
16,875
+3,109
+23% +$177K ﹤0.01% 646
2023
Q2 		$804K Buy
13,766
+433
+3% +$26.2K ﹤0.01% 647
2023
Q1 		$815K Buy
13,333
+603
+5% +$36.7K ﹤0.01% 640
2022
Q4 		$801K Buy
12,730
+5,227
+70% +$314K ﹤0.01% 625
2022
Q3 		$446K Sell
7,503
-17,762
-70% -$1.2M ﹤0.01% 668
2022
Q2 		$1.65M Buy
25,265
+1,079
+4% +$73.2K 0.01% 397
2022
Q1 		$1.65M Buy
24,186
+23,933
+9,460% +$1.54M 0.01% 379
2021
Q4 		$17K Buy
+253
New +$16.4K ﹤0.01% 1080
2020
Q2 		– Sell
-27,576
Closed -$1.52M – 1306
2020
Q1 		$1.52M Sell
27,576
-28,125
-50% -$1.85M 0.01% 286
2019
Q4 		$3.63M Buy
55,701
+55,636
+85,594% +$3.55M 0.03% 275
2019
Q3 		$4K Sell
65
-64,993
-100% -$4.11M ﹤0.01% 1068
2019
Q2 		$3.91M Buy
65,058
+19,997
+44% +$1.17M 0.03% 243
2019
Q1 		$2.62M Buy
45,061
+44,861
+22,431% +$2.55M 0.02% 248
2018
Q4 		$11K Hold
200
– – ﹤0.01% 997
2018
Q3 		$11K Hold
200
– – ﹤0.01% 1032
2018
Q2 		$11K Buy
+200
New +$10.7K ﹤0.01% 1026

Other funds holding EVRG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc's EVRG Position: Q3 2026 in Review

AssetMark Inc increased its Evergy (EVRG) stake by 4.5% in Q3 2026, buying an estimated $275K and bringing the position to 76,795 shares worth $6.02M. The position accounts for 0.01% of the portfolio, ranked #694.

AssetMark Inc first reported a position in EVRG in Q2 2018 and has held it in 28 quarters since. The position peaked at $6.35M in Q2 2026. 396 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • AssetMark Inc held 76,795 shares of Evergy worth $6.02M as of Q3 2026.
  • AssetMark Inc bought 3,317 Evergy shares in Q3 2026, an estimated $275K.
  • Evergy made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #694 holding.
  • AssetMark Inc first reported a position in Evergy in Q2 2018 and has held it in 28 quarters since.
  • AssetMark Inc's Evergy position peaked at $6.35M in Q2 2026.
  • 396 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.