Cornerstone Wealth Group’s Evergy EVRG Stock Holding History

Cornerstone Wealth 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	$249K	Buy	+3,172	New	+$263K	0.01%	441

Other funds holding EVRG

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

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

Cornerstone Wealth Group opened a new position in Evergy (EVRG) in Q3 2026: 3,172 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings.

417 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Cornerstone Wealth Group held 3,172 shares of Evergy worth $249K as of Q3 2026.
Evergy was a new Cornerstone Wealth Group position in Q3 2026.
Evergy made up 0.01% of Cornerstone Wealth Group's portfolio in Q3 2026, its #441 holding.
417 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.