CX Institutional
EVRG icon

CX Institutional’s Evergy EVRG Stock Holding History

CX Institutional’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 		$306K Buy
3,896
+168
+5% +$13.9K 0.01% 620
2026
Q2 		$322K Buy
3,728
+220
+6% +$18.2K 0.01% 601
2026
Q1 		$287K Buy
3,508
+581
+20% +$45.9K 0.01% 619
2025
Q4 		$212K Buy
2,927
+407
+16% +$30.9K 0.01% 695
2025
Q3 		$192K Buy
2,520
+184
+8% +$13.1K 0.01% 702
2025
Q2 		$161K Sell
2,336
-263
-10% -$17.7K 0.01% 685
2025
Q1 		$179K Buy
+2,599
New +$170K 0.01% 627
2022
Q3 		– Sell
-1,373
Closed -$90K – 681
2022
Q2 		$90K Buy
+1,373
New +$93.1K 0.01% 564
2022
Q1 		– Sell
-11,513
Closed -$790K – 376
2021
Q4 		$790K Buy
11,513
+57
+0.5% +$3.71K 0.06% 219
2021
Q3 		$713K Sell
11,456
-9,733
-46% -$638K 0.06% 226
2021
Q2 		$1.28M Buy
21,189
+560
+3% +$35K 0.11% 189
2021
Q1 		$1.23M Buy
20,629
+20,066
+3,564% +$1.11M 0.11% 184
2020
Q4 		$31K Buy
563
+173
+44% +$9.49K ﹤0.01% 529
2020
Q3 		$20K Buy
390
+8
+2% +$447 ﹤0.01% 542
2020
Q2 		$23K Buy
382
+43
+13% +$2.55K ﹤0.01% 416
2020
Q1 		$19K Sell
339
-50
-13% -$3.29K ﹤0.01% 386
2019
Q4 		$25K Hold
389
– – ﹤0.01% 325
2019
Q3 		$26K Buy
389
+5
+1% +$316 ﹤0.01% 348
2019
Q2 		$23K Sell
384
-46
-11% -$2.69K ﹤0.01% 389
2019
Q1 		$25K Buy
430
+117
+37% +$6.66K ﹤0.01% 385
2018
Q4 		$18K Hold
313
– – ﹤0.01% 321
2018
Q3 		$17K Hold
313
– – 0.01% 232
2018
Q2 		$18K Buy
+313
New +$16.8K 0.01% 201

Other funds holding EVRG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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

CX Institutional's EVRG Position: Q3 2026 in Review

CX Institutional increased its Evergy (EVRG) stake by 4.5% in Q3 2026, buying an estimated $13.9K and bringing the position to 3,896 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #620.

CX Institutional first reported a position in EVRG in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.28M in Q2 2021. 157 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • CX Institutional held 3,896 shares of Evergy worth $306K as of Q3 2026.
  • CX Institutional bought 168 Evergy shares in Q3 2026, an estimated $13.9K.
  • Evergy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #620 holding.
  • CX Institutional first reported a position in Evergy in Q2 2018 and has held it in 23 quarters since.
  • CX Institutional's Evergy position peaked at $1.28M in Q2 2021.
  • 157 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.