Atwood & Palmer’s Evergy EVRG Stock Holding History

Atwood & Palmer’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 Q2	$109K	Hold	1,266	–	–	0.01%	196
2026 Q1	$104K	Sell	1,266 -2	-0.2%	-$158	0.01%	191
2025 Q4	$91.9K	Hold	1,268	–	–	0.01%	196
2025 Q3	$96.4K	Sell	1,268 -239	-16%	-$17K	0.01%	194
2025 Q2	$104K	Buy	1,507 +239	+19%	+$16.1K	0.01%	185
2025 Q1	$87.4K	Sell	1,268 -1	-0.1%	-$65	0.01%	191
2024 Q4	$78.1K	Hold	1,269	–	–	0.01%	196
2024 Q3	$78.7K	Hold	1,269	–	–	0.01%	201
2024 Q2	$67.2K	Buy	1,269 +414	+48%	+$22K	0.01%	209
2024 Q1	$45.6K	Hold	855	–	–	﹤0.01%	215
2023 Q4	$44.6K	Buy	855 +200	+31%	+$10.1K	﹤0.01%	223
2023 Q3	$33.2K	Hold	655	–	–	﹤0.01%	236
2023 Q2	$38.3K	Hold	655	–	–	﹤0.01%	233
2023 Q1	$40K	Hold	655	–	–	﹤0.01%	217
2022 Q4	$41.2K	Hold	655	–	–	﹤0.01%	222
2022 Q3	$39K	Hold	655	–	–	﹤0.01%	210
2022 Q2	$43K	Sell	655 -26	-4%	-$1.76K	﹤0.01%	220
2022 Q1	$47K	Hold	681	–	–	﹤0.01%	228
2021 Q4	$47K	Sell	681 -1	-0.1%	-$65	﹤0.01%	236
2021 Q3	$42K	Buy	682 +1	+0.1%	+$66	﹤0.01%	233
2021 Q2	$41K	Hold	681	–	–	﹤0.01%	235
2021 Q1	$41K	Hold	681	–	–	﹤0.01%	233
2020 Q4	$38K	Hold	681	–	–	﹤0.01%	229
2020 Q3	$35K	Sell	681 -1	-0.1%	-$56	﹤0.01%	208
2020 Q2	$40K	Hold	682	–	–	0.01%	201
2020 Q1	$38K	Buy	682 +30	+5%	+$1.97K	0.01%	195
2019 Q4	$42K	Hold	652	–	–	0.01%	193
2019 Q3	$43K	Hold	652	–	–	0.01%	194
2019 Q2	$39K	Hold	652	–	–	0.01%	190
2019 Q1	$38K	Hold	652	–	–	0.01%	188
2018 Q4	$37K	Hold	652	–	–	0.01%	183
2018 Q3	$36K	Hold	652	–	–	﹤0.01%	198
2018 Q2	$37K	Buy	+652	New	+$34.9K	0.01%	193

Other funds holding EVRG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Atwood & Palmer's EVRG Position: Q2 2026 in Review

Atwood & Palmer held its Evergy (EVRG) position steady in Q2 2026 at 1,266 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #196.

Atwood & Palmer first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. 342 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Atwood & Palmer held 1,266 shares of Evergy worth $109K as of Q2 2026.
Atwood & Palmer left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #196 holding.
Atwood & Palmer first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
342 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.