Destiny Wealth Partners
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Destiny Wealth Partners’s Evergy EVRG Stock Holding History

Destiny Wealth Partners’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
-2,439
Closed -$202K – 268
2026
Q2 		$202K Buy
2,439
+2,016
+477% +$167K 0.03% 171
2026
Q1 		$34.7K Buy
+423
New +$33.4K ﹤0.01% 504
2023
Q1 		– Sell
-150
Closed -$9.44K – 323
2022
Q4 		$9.44K Sell
150
-4,324
-97% -$260K ﹤0.01% 489
2022
Q3 		$266K Buy
4,474
+1,111
+33% +$74.7K 0.06% 157
2022
Q2 		$219K Buy
3,363
+1,897
+129% +$129K 0.05% 167
2022
Q1 		$100K Buy
1,466
+385
+36% +$24.8K 0.02% 242
2021
Q4 		$74K Buy
1,081
+211
+24% +$13.7K 0.01% 263
2021
Q3 		$54K Buy
+870
New +$57K 0.01% 278
2021
Q2 		– Sell
-36
Closed -$2K – 284
2021
Q1 		$2K Buy
+36
New +$1.99K ﹤0.01% 515

Other funds holding EVRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Destiny Wealth Partners's EVRG Position: Q3 2026 in Review

Destiny Wealth Partners sold out of Evergy (EVRG) in Q3 2026, closing a stake of 2,439 shares — an estimated $202K sold.

Destiny Wealth Partners first reported a position in EVRG in Q1 2021 and held it in 9 quarters. The position peaked at $266K in Q3 2022. 549 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Destiny Wealth Partners reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,439 Evergy shares in Q3 2026, an estimated $202K.
  • Destiny Wealth Partners first reported a position in Evergy in Q1 2021 and held it in 9 quarters.
  • Destiny Wealth Partners's Evergy position peaked at $266K in Q3 2022.
  • 549 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.