Financial Management Professionals
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Financial Management Professionals’s Evergy EVRG Stock Holding History

Financial Management Professionals’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 		$6.98K Buy
89
+24
+37% +$1.99K ﹤0.01% 637
2026
Q2 		$5.62K Hold
65
– – ﹤0.01% 671
2026
Q1 		$5.32K Hold
65
– – ﹤0.01% 614
2025
Q4 		$4.71K Hold
65
– – ﹤0.01% 631
2025
Q3 		$4.94K Hold
65
– – ﹤0.01% 609
2025
Q2 		$4.48K Buy
65
+4
+7% +$269 ﹤0.01% 641
2025
Q1 		$4.21K Hold
61
– – ﹤0.01% 655
2024
Q4 		$3.76K Sell
61
-17
-22% -$1.05K ﹤0.01% 655
2024
Q3 		$5K Hold
78
– – ﹤0.01% 629
2024
Q2 		$4K Hold
78
– – ﹤0.01% 610
2024
Q1 		$4K Buy
78
+55
+239% +$2.81K ﹤0.01% 664
2023
Q4 		$1K Sell
23
-53
-70% -$2.67K ﹤0.01% 835
2023
Q3 		$4K Buy
76
+7
+10% +$397 ﹤0.01% 623
2023
Q2 		$4K Buy
69
+6
+10% +$362 ﹤0.01% 669
2023
Q1 		$4K Sell
63
-34
-35% -$2.07K ﹤0.01% 709
2022
Q4 		$6K Hold
97
– – ﹤0.01% 586
2022
Q3 		$6K Hold
97
– – ﹤0.01% 572
2022
Q2 		$6K Buy
97
+49
+102% +$3.32K ﹤0.01% 585
2022
Q1 		$3K Buy
48
+6
+14% +$387 ﹤0.01% 706
2021
Q4 		$3K Hold
42
– – ﹤0.01% 659
2021
Q3 		$3K Hold
42
– – ﹤0.01% 652
2021
Q2 		$3K Buy
42
+27
+180% +$1.69K ﹤0.01% 595
2021
Q1 		$1K Buy
15
+12
+400% +$664 ﹤0.01% 621
2020
Q4 		$0 Buy
+3
New +$165 ﹤0.01% 645

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

Financial Management Professionals's EVRG Position: Q3 2026 in Review

Financial Management Professionals increased its Evergy (EVRG) stake by 37% in Q3 2026, buying an estimated $1.99K and bringing the position to 89 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Financial Management Professionals first reported a position in EVRG in Q4 2020 and has held it in 24 quarters since. 471 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Financial Management Professionals held 89 shares of Evergy worth $6.98K as of Q3 2026.
  • Financial Management Professionals bought 24 Evergy shares in Q3 2026, an estimated $1.99K.
  • Evergy made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #637 holding.
  • Financial Management Professionals first reported a position in Evergy in Q4 2020 and has held it in 24 quarters since.
  • 471 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.