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Bravera Wealth’s Evergy EVRG Stock Holding History

Bravera Wealth’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 		$50K Buy
578
+117
+25% +$9.69K 0.02% 177
2026
Q1 		$37.8K Buy
461
+47
+11% +$3.71K 0.02% 207
2025
Q4 		$30K Buy
+414
New +$31.4K 0.02% 204

Other funds holding EVRG

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Bravera Wealth's EVRG Position: Q2 2026 in Review

Bravera Wealth increased its Evergy (EVRG) stake by 25% in Q2 2026, buying an estimated $9.69K and bringing the position to 578 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #177.

Bravera Wealth first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bravera Wealth held 578 shares of Evergy worth $50K as of Q2 2026.
  • Bravera Wealth bought 117 Evergy shares in Q2 2026, an estimated $9.69K.
  • Evergy made up 0.02% of Bravera Wealth's portfolio in Q2 2026, its #177 holding.
  • Bravera Wealth first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.