Beaird Harris Wealth Management’s Evergy EVRG Stock Holding History

Beaird Harris 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 Q2	$75.4K	Hold	872	–	–	﹤0.01%	231
2026 Q1	$71.4K	Hold	872	–	–	﹤0.01%	213
2025 Q4	$63.2K	Sell	872 -151	-15%	-$11.5K	﹤0.01%	232
2025 Q3	$77.8K	Buy	1,023 +5	+0.5%	+$356	0.01%	205
2025 Q2	$70.2K	Buy	1,018 +225	+28%	+$15.1K	0.01%	220
2025 Q1	$54.7K	Hold	793	–	–	﹤0.01%	213
2024 Q4	$48.8K	Buy	+793	New	+$49K	﹤0.01%	230
2023 Q1	–	Sell	-84	Closed	-$5.29K	–	560
2022 Q4	$5.29K	Buy	+84	New	+$5.04K	﹤0.01%	405
2022 Q1	–	Sell	-700	Closed	-$48K	–	640
2021 Q4	$48K	Buy	+700	New	+$45.5K	0.02%	240

Other funds holding EVRG

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

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return