CGN Advisors’s Evergy EVRG Stock Holding History

CGN 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	$370K	Sell	4,283 -303	-7%	-$25.1K	0.03%	256
2026 Q1	$376K	Sell	4,586 -190	-4%	-$15K	0.03%	250
2025 Q4	$346K	Sell	4,776 -54	-1%	-$4.1K	0.03%	253
2025 Q3	$367K	Sell	4,830 -300	-6%	-$21.4K	0.03%	244
2025 Q2	$354K	Buy	5,130 +13	+0.3%	+$874	0.03%	248
2025 Q1	$353K	Sell	5,117 -28	-0.5%	-$1.83K	0.03%	242
2024 Q4	$317K	Hold	5,145	–	–	0.03%	250
2024 Q3	$319K	Hold	5,145	–	–	0.03%	236
2024 Q2	$273K	Buy	5,145 +149	+3%	+$7.93K	0.03%	236
2024 Q1	$267K	Sell	4,996 -101	-2%	-$5.16K	0.03%	226
2023 Q4	$266K	Sell	5,097 -200	-4%	-$10.1K	0.04%	226
2023 Q3	$269K	Hold	5,297	–	–	0.04%	227
2023 Q2	$309K	Sell	5,297 -335	-6%	-$20.2K	0.04%	195
2023 Q1	$344K	Buy	5,632 +322	+6%	+$19.6K	0.05%	185
2022 Q4	$334K	Buy	5,310 +1,019	+24%	+$61.2K	0.06%	183
2022 Q3	$255K	Buy	+4,291	New	+$289K	0.06%	205

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