Cornerstone Planning Group’s Evergy EVRG Stock Holding History

Cornerstone Planning Group’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	–	Sell	-33	Closed	-$2.88K	–	650
2026 Q2	$2.88K	Sell	33 -9	-21%	-$745	﹤0.01%	1227
2026 Q1	$3.36K	Buy	42 +1	+2%	+$79	﹤0.01%	1187
2025 Q4	$3.15K	Buy	41 +13	+46%	+$986	﹤0.01%	1093
2025 Q3	$2.18K	Buy	28 +9	+47%	+$641	﹤0.01%	1144
2025 Q2	$1.39K	Buy	19 +7	+58%	+$470	﹤0.01%	1035
2025 Q1	$817	Buy	12 +5	+71%	+$327	﹤0.01%	1175
2024 Q4	$450	Buy	+7	New	+$433	﹤0.01%	1172
2024 Q2	–	Sell	-37	Closed	-$2K	–	1289
2024 Q1	$2K	Sell	37 -97	-72%	-$4.96K	﹤0.01%	666
2023 Q4	$7K	Sell	134 -17	-11%	-$856	﹤0.01%	488
2023 Q3	$7.66K	Sell	151 -220	-59%	-$12.5K	﹤0.01%	474
2023 Q2	$21.7K	Buy	+371	New	+$22.4K	0.01%	414
2022 Q4	$58.5K	Buy	+988	New	+$59.3K	0.02%	239

Other funds holding EVRG

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's EVRG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Evergy (EVRG) in Q3 2026, closing a stake of 33 shares — an estimated $2.88K sold.

Cornerstone Planning Group first reported a position in EVRG in Q4 2022 and held it in 12 quarters. The position peaked at $58.5K in Q4 2022. 147 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Cornerstone Planning Group reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 33 Evergy shares in Q3 2026, an estimated $2.88K.
Cornerstone Planning Group first reported a position in Evergy in Q4 2022 and held it in 12 quarters.
Cornerstone Planning Group's Evergy position peaked at $58.5K in Q4 2022.
147 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.