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Farther Finance Advisors’s Evergy EVRG Stock Holding History

Farther Finance 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 		$1.05M Buy
13,447
+235
+2% +$19.5K 0.01% 1100
2026
Q2 		$1.14M Buy
13,212
+275
+2% +$22.8K 0.01% 1019
2026
Q1 		$1.06M Buy
12,937
+1,303
+11% +$103K 0.01% 926
2025
Q4 		$843K Buy
11,634
+1,105
+10% +$83.8K 0.01% 984
2025
Q3 		$800K Buy
10,529
+4,204
+66% +$300K 0.01% 839
2025
Q2 		$436K Buy
6,325
+257
+4% +$17.3K 0.01% 976
2025
Q1 		$419K Buy
6,068
+3,363
+124% +$220K 0.01% 858
2024
Q4 		$166K Buy
2,705
+468
+21% +$28.9K 0.01% 1068
2024
Q3 		$139K Buy
2,237
+75
+3% +$4.36K 0.01% 1161
2024
Q2 		$114K Buy
2,162
+77
+4% +$4.1K 0.01% 1078
2024
Q1 		$110K Buy
2,085
+1,481
+245% +$75.7K 0.01% 920
2023
Q4 		$31.6K Buy
604
+320
+113% +$16.1K ﹤0.01% 1184
2023
Q3 		$14.4K Buy
284
+88
+45% +$5K ﹤0.01% 1178
2023
Q2 		$11.4K Sell
196
-9
-4% -$544 ﹤0.01% 1154
2023
Q1 		$12.5K Sell
205
-27
-12% -$1.64K ﹤0.01% 1041
2022
Q4 		$14.6K Buy
+232
New +$13.9K 0.01% 827

Other funds holding EVRG

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Farther Finance Advisors's EVRG Position: Q3 2026 in Review

Farther Finance Advisors increased its Evergy (EVRG) stake by 1.8% in Q3 2026, buying an estimated $19.5K and bringing the position to 13,447 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1100.

Farther Finance Advisors first reported a position in EVRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q2 2026. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Farther Finance Advisors held 13,447 shares of Evergy worth $1.05M as of Q3 2026.
  • Farther Finance Advisors bought 235 Evergy shares in Q3 2026, an estimated $19.5K.
  • Evergy made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1100 holding.
  • Farther Finance Advisors first reported a position in Evergy in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Evergy position peaked at $1.14M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.