Cedar Mountain Advisors
EVRG icon

Cedar Mountain Advisors’s Evergy EVRG Stock Holding History

Cedar Mountain 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
Q3 		$38.7K Hold
493
– – 0.01% 196
2026
Q2 		$42.6K Hold
493
– – 0.01% 200
2026
Q1 		$40.4K Buy
+493
New +$39K 0.01% 176

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First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cedar Mountain Advisors's EVRG Position: Q3 2026 in Review

Cedar Mountain Advisors held its Evergy (EVRG) position steady in Q3 2026 at 493 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #196.

Cedar Mountain Advisors first reported a position in EVRG in Q1 2026 and has held it in 3 quarters since. The position peaked at $42.6K in Q2 2026. 157 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Cedar Mountain Advisors held 493 shares of Evergy worth $38.7K as of Q3 2026.
  • Cedar Mountain Advisors left its Evergy share count unchanged in Q3 2026.
  • Evergy made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #196 holding.
  • Cedar Mountain Advisors first reported a position in Evergy in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Evergy position peaked at $42.6K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.