Elevation Wealth Partners
EVRG icon

Elevation Wealth Partners’s Evergy EVRG Stock Holding History

Elevation 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 		$45.7K Buy
582
+394
+210% +$32.7K 0.01% 416
2026
Q2 		$16.2K Buy
188
+107
+132% +$8.86K ﹤0.01% 654
2026
Q1 		$6.64K Buy
81
+39
+93% +$3.08K ﹤0.01% 621
2025
Q4 		$3.04K Buy
42
+37
+740% +$2.81K ﹤0.01% 727
2025
Q3 		$381 Buy
+5
New +$356 ﹤0.01% 832

Other funds holding EVRG

Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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

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

Elevation Wealth Partners increased its Evergy (EVRG) stake by 210% in Q3 2026, buying an estimated $32.7K and bringing the position to 582 shares worth $45.7K. The position accounts for 0.01% of the portfolio, ranked #416.

Elevation Wealth Partners first reported a position in EVRG in Q3 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Elevation Wealth Partners held 582 shares of Evergy worth $45.7K as of Q3 2026.
  • Elevation Wealth Partners bought 394 Evergy shares in Q3 2026, an estimated $32.7K.
  • Evergy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #416 holding.
  • Elevation Wealth Partners first reported a position in Evergy in Q3 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.