Caldwell Trust’s Evergy EVRG Stock Holding History

Caldwell Trust’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	$23.5K	Hold	300	–	–	﹤0.01%	584
2026 Q2	$25.9K	Buy	+300	New	+$24.8K	﹤0.01%	568
2024 Q3	–	Sell	-113	Closed	-$5.99K	–	711
2024 Q2	$5.99K	Hold	113	–	–	﹤0.01%	641
2024 Q1	$6.03K	Hold	113	–	–	﹤0.01%	651
2023 Q4	$5.9K	Hold	113	–	–	﹤0.01%	638
2023 Q3	$5.73K	Hold	113	–	–	﹤0.01%	638
2023 Q2	$6.6K	Hold	113	–	–	﹤0.01%	652
2023 Q1	$6.91K	Sell	113 -170	-60%	-$10.3K	﹤0.01%	646
2022 Q4	$17.8K	Buy	283 +170	+150%	+$10.2K	﹤0.01%	550
2022 Q3	$6.71K	Hold	113	–	–	﹤0.01%	640
2022 Q2	$7.37K	Sell	113 -98	-46%	-$6.65K	﹤0.01%	651
2022 Q1	$14.4K	Hold	211	–	–	﹤0.01%	604
2021 Q4	$14.5K	Hold	211	–	–	﹤0.01%	600
2021 Q3	$13.1K	Hold	211	–	–	﹤0.01%	610
2021 Q2	$12.8K	Hold	211	–	–	﹤0.01%	622
2021 Q1	$12.6K	Hold	211	–	–	﹤0.01%	610
2020 Q4	$11.7K	Sell	211 -389	-65%	-$21.3K	﹤0.01%	610
2020 Q3	$30.5K	Buy	600 +389	+184%	+$21.7K	0.01%	477
2020 Q2	$12.5K	Sell	211 -150	-42%	-$8.88K	﹤0.01%	609
2020 Q1	$19.9K	Hold	361	–	–	﹤0.01%	554
2019 Q4	$23.5K	Buy	+361	New	+$23K	﹤0.01%	568

Other funds holding EVRG

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Caldwell Trust's EVRG Position: Q3 2026 in Review

Caldwell Trust held its Evergy (EVRG) position steady in Q3 2026 at 300 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Caldwell Trust first reported a position in EVRG in Q4 2019 and has held it in 21 quarters since. The position peaked at $30.5K in Q3 2020. 324 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Caldwell Trust held 300 shares of Evergy worth $23.5K as of Q3 2026.
Caldwell Trust left its Evergy share count unchanged in Q3 2026.
Evergy made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #584 holding.
Caldwell Trust first reported a position in Evergy in Q4 2019 and has held it in 21 quarters since.
Caldwell Trust's Evergy position peaked at $30.5K in Q3 2020.
324 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.