Elevated Capital Advisors
EVRG icon

Elevated Capital Advisors’s Evergy EVRG Stock Holding History

Elevated Capital Advisors’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 		$6.28K Hold
80
– – ﹤0.01% 531
2026
Q2 		$6.91K Hold
80
– – ﹤0.01% 531
2026
Q1 		$6.55K Hold
80
– – ﹤0.01% 517
2025
Q4 		$5.8K Buy
+80
New +$6.07K ﹤0.01% 505

Other funds holding EVRG

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Elevated Capital Advisors's EVRG Position: Q3 2026 in Review

Elevated Capital Advisors held its Evergy (EVRG) position steady in Q3 2026 at 80 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Elevated Capital Advisors first reported a position in EVRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.91K in Q2 2026. 466 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Elevated Capital Advisors held 80 shares of Evergy worth $6.28K as of Q3 2026.
  • Elevated Capital Advisors left its Evergy share count unchanged in Q3 2026.
  • Evergy made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #531 holding.
  • Elevated Capital Advisors first reported a position in Evergy in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Evergy position peaked at $6.91K in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.