Barnes Wealth Management Group’s Evergy EVRG Stock Holding History

Barnes Wealth Management Group’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	$238K	Buy	3,039 +19	+0.6%	+$1.58K	0.11%	173
2026 Q2	$261K	Sell	3,020 -62	-2%	-$5.13K	0.12%	156
2026 Q1	$252K	Buy	3,082 +31	+1%	+$2.45K	0.13%	156
2025 Q4	$221K	Sell	3,051 -10	-0.3%	-$759	0.12%	165
2025 Q3	$233K	Buy	3,061 +56	+2%	+$3.99K	0.13%	155
2025 Q2	$207K	Buy	3,005 +96	+3%	+$6.45K	0.12%	159
2025 Q1	$201K	Buy	+2,909	New	+$190K	0.13%	158

Other funds holding EVRG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barnes Wealth Management Group's EVRG Position: Q3 2026 in Review

Barnes Wealth Management Group increased its Evergy (EVRG) stake by 0.63% in Q3 2026, buying an estimated $1.58K and bringing the position to 3,039 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #173.

Barnes Wealth Management Group first reported a position in EVRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $261K in Q2 2026. 549 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Barnes Wealth Management Group held 3,039 shares of Evergy worth $238K as of Q3 2026.
Barnes Wealth Management Group bought 19 Evergy shares in Q3 2026, an estimated $1.58K.
Evergy made up 0.11% of Barnes Wealth Management Group's portfolio in Q3 2026, its #173 holding.
Barnes Wealth Management Group first reported a position in Evergy in Q1 2025 and has held it in 7 quarters since.
Barnes Wealth Management Group's Evergy position peaked at $261K in Q2 2026.
549 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.