Friedenthal Financial
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Friedenthal Financial’s Evergy EVRG Stock Holding History

Friedenthal Financial’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 		$1.14M Buy
+14,478
New +$1.2M 0.49% 39
2026
Q2 		– Sell
-1,195
Closed -$97.9K – 273
2026
Q1 		$97.9K Buy
1,195
+1
+0.1% +$79 0.05% 138
2025
Q4 		$86.6K Buy
+1,194
New +$90.6K 0.04% 138

Other funds holding EVRG

Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 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
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

Friedenthal Financial's EVRG Position: Q3 2026 in Review

Friedenthal Financial opened a new position in Evergy (EVRG) in Q3 2026: 14,478 shares worth $1.14M. The stake represents 0.49% of the portfolio and ranks #39 among its holdings. This is a return to the name: Friedenthal Financial previously reported a position in EVRG as recently as Q1 2026.

Friedenthal Financial first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Friedenthal Financial held 14,478 shares of Evergy worth $1.14M as of Q3 2026.
  • Evergy was a new Friedenthal Financial position in Q3 2026.
  • Evergy made up 0.49% of Friedenthal Financial's portfolio in Q3 2026, its #39 holding.
  • Friedenthal Financial first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.