Fifth Third Wealth Advisors
EVRG icon

Fifth Third Wealth Advisors’s Evergy EVRG Stock Holding History

Fifth Third Wealth 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 		$221K Sell
2,815
-7
-0.2% -$580 0.01% 955
2026
Q2 		$244K Sell
2,822
-142
-5% -$11.8K 0.01% 821
2026
Q1 		$243K Buy
+2,964
New +$234K 0.01% 692

Other funds holding EVRG

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
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 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
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Fifth Third Wealth Advisors's EVRG Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Evergy (EVRG) stake by 0.25% in Q3 2026, selling an estimated $580 and leaving 2,815 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #955.

Fifth Third Wealth Advisors first reported a position in EVRG in Q1 2026 and has held it in 3 quarters since. The position peaked at $244K in Q2 2026. 198 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Fifth Third Wealth Advisors held 2,815 shares of Evergy worth $221K as of Q3 2026.
  • Fifth Third Wealth Advisors sold 7 Evergy shares in Q3 2026, an estimated $580.
  • Evergy made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #955 holding.
  • Fifth Third Wealth Advisors first reported a position in Evergy in Q1 2026 and has held it in 3 quarters since.
  • Fifth Third Wealth Advisors's Evergy position peaked at $244K in Q2 2026.
  • 198 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.