Carolina Wealth Advisors’s Evergy EVRG Stock Holding History

Carolina Wealth Advisors’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	$41.3K	Hold	478	–	–	0.02%	122
2026 Q1	$39.2K	Hold	478	–	–	0.02%	118
2025 Q4	$34.6K	Hold	478	–	–	0.02%	136
2025 Q3	$36.3K	Hold	478	–	–	0.02%	129
2025 Q2	$32.9K	Hold	478	–	–	0.02%	104
2025 Q1	$33K	Hold	478	–	–	0.02%	98
2024 Q4	$29.4K	Hold	478	–	–	0.02%	111
2024 Q3	$29.6K	Hold	478	–	–	0.02%	135
2024 Q2	$25.3K	Hold	478	–	–	0.01%	114
2024 Q1	$25.5K	Hold	478	–	–	0.01%	122
2023 Q4	$25K	Hold	478	–	–	0.01%	131
2023 Q3	$24.2K	Hold	478	–	–	0.01%	140
2023 Q2	$27.9K	Hold	478	–	–	0.02%	120
2023 Q1	$29.2K	Hold	478	–	–	0.02%	122
2022 Q4	$30K	Hold	478	–	–	0.02%	115
2022 Q3	$28K	Hold	478	–	–	0.02%	116
2022 Q2	$31K	Hold	478	–	–	0.02%	130
2022 Q1	$33K	Hold	478	–	–	0.02%	139
2021 Q4	$33K	Hold	478	–	–	0.02%	149
2021 Q3	$30K	Hold	478	–	–	0.02%	145
2021 Q2	$29K	Hold	478	–	–	0.02%	149
2021 Q1	$28K	Hold	478	–	–	0.02%	156
2020 Q4	$27K	Hold	478	–	–	0.02%	105
2020 Q3	$24K	Buy	+478	New	+$26.7K	0.02%	89

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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return