DiNuzzo Private Wealth
EVRG icon

DiNuzzo Private Wealth’s Evergy EVRG Stock Holding History

DiNuzzo Private Wealth’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 		$2.28K Buy
29
+8
+38% +$663 ﹤0.01% 615
2026
Q2 		$1.82K Hold
21
– – ﹤0.01% 715
2026
Q1 		$1.72K Hold
21
– – ﹤0.01% 697
2025
Q4 		$1.52K Hold
21
– – ﹤0.01% 736
2025
Q3 		$1.5K Sell
21
-1
-5% -$71 ﹤0.01% 751
2025
Q2 		$1.52K Buy
22
+2
+10% +$134 ﹤0.01% 708
2025
Q1 		$1.38K Buy
20
+2
+11% +$131 ﹤0.01% 717
2024
Q4 		$1.11K Buy
18
+1
+6% +$62 ﹤0.01% 813
2024
Q3 		$1.06K Sell
17
-1
-6% -$58 ﹤0.01% 834
2024
Q2 		$954 Buy
18
+8
+80% +$426 ﹤0.01% 815
2024
Q1 		$534 Hold
10
– – ﹤0.01% 950
2023
Q4 		$522 Buy
+10
New +$503 ﹤0.01% 965

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
VFM
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's EVRG Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Evergy (EVRG) stake by 38% in Q3 2026, buying an estimated $663 and bringing the position to 29 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

DiNuzzo Private Wealth first reported a position in EVRG in Q4 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • DiNuzzo Private Wealth held 29 shares of Evergy worth $2.28K as of Q3 2026.
  • DiNuzzo Private Wealth bought 8 Evergy shares in Q3 2026, an estimated $663.
  • Evergy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #615 holding.
  • DiNuzzo Private Wealth first reported a position in Evergy in Q4 2023 and has held it in 12 quarters since.
  • 147 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.