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Dynamic Advisor Solutions’s Evergy EVRG Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$1.65M Sell
19,146
-1,586
-8% -$131K 0.05% 377
2026
Q1 		$1.7M Sell
20,732
-1,000
-5% -$79K 0.05% 348
2025
Q4 		$1.58M Sell
21,732
-488
-2% -$37K 0.05% 351
2025
Q3 		$1.69M Sell
22,220
-47
-0.2% -$3.35K 0.05% 355
2025
Q2 		$1.53M Sell
22,267
-403
-2% -$27.1K 0.05% 347
2025
Q1 		$1.56M Buy
22,670
+3,215
+17% +$210K 0.05% 329
2024
Q4 		$1.2M Sell
19,455
-4,040
-17% -$250K 0.05% 281
2024
Q3 		$1.46M Sell
23,495
-84
-0.4% -$4.89K 0.04% 362
2024
Q2 		$1.25M Sell
23,579
-9
-0% -$479 0.04% 399
2024
Q1 		$1.26M Sell
23,588
-218
-0.9% -$11.1K 0.04% 390
2023
Q4 		$1.28M Buy
23,806
+9,170
+63% +$462K 0.05% 358
2023
Q3 		$742K Buy
14,636
+2,377
+19% +$135K 0.04% 423
2023
Q2 		$716K Sell
12,259
-718
-6% -$43.4K 0.04% 416
2023
Q1 		$793K Buy
12,977
+446
+4% +$27.1K 0.05% 371
2022
Q4 		$789K Buy
12,531
+737
+6% +$44.3K 0.05% 323
2022
Q3 		$701K Buy
11,794
+401
+4% +$27K 0.05% 318
2022
Q2 		$743K Buy
11,393
+650
+6% +$44.1K 0.06% 301
2022
Q1 		$734K Sell
10,743
-24
-0.2% -$1.55K 0.05% 341
2021
Q4 		$739K Sell
10,767
-24
-0.2% -$1.56K 0.05% 337
2021
Q3 		$671K Buy
10,791
+3,861
+56% +$253K 0.05% 378
2021
Q2 		$419K Buy
6,930
+501
+8% +$31.3K 0.03% 468
2021
Q1 		$383K Buy
6,429
+1,202
+23% +$66.5K 0.04% 443
2020
Q4 		$290K Buy
+5,227
New +$287K 0.03% 500

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dynamic Advisor Solutions's EVRG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Evergy (EVRG) stake by 7.7% in Q2 2026, selling an estimated $131K and leaving 19,146 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #377.

Dynamic Advisor Solutions first reported a position in EVRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q1 2026. 126 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Dynamic Advisor Solutions held 19,146 shares of Evergy worth $1.65M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,586 Evergy shares in Q2 2026, an estimated $131K.
  • Evergy made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #377 holding.
  • Dynamic Advisor Solutions first reported a position in Evergy in Q4 2020 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's Evergy position peaked at $1.7M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.