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EVRG icon

GAMMA Investing’s Evergy EVRG Stock Holding History

GAMMA Investing’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 		$1.5M Sell
19,172
-29
-0.2% -$2.4K 0.05% 301
2026
Q2 		$1.66M Buy
19,201
+1,259
+7% +$104K 0.06% 255
2026
Q1 		$1.47M Buy
17,942
+1,180
+7% +$93.2K 0.07% 249
2025
Q4 		$1.22M Buy
16,762
+405
+2% +$30.7K 0.06% 252
2025
Q3 		$1.24M Buy
16,357
+1,538
+10% +$110K 0.07% 240
2025
Q2 		$1.02M Buy
14,819
+699
+5% +$47K 0.06% 266
2025
Q1 		$974K Buy
14,120
+2,326
+20% +$152K 0.07% 248
2024
Q4 		$726K Buy
11,794
+1,481
+14% +$91.6K 0.06% 276
2024
Q3 		$640K Buy
10,313
+1,686
+20% +$98.1K 0.06% 275
2024
Q2 		$457K Buy
8,627
+3,525
+69% +$188K 0.06% 278
2024
Q1 		$272K Buy
5,102
+1,314
+35% +$67.1K 0.06% 316
2023
Q4 		$192K Buy
+3,788
New +$191K 0.05% 315

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's EVRG Position: Q3 2026 in Review

GAMMA Investing reduced its Evergy (EVRG) stake by 0.15% in Q3 2026, selling an estimated $2.4K and leaving 19,172 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #301.

GAMMA Investing first reported a position in EVRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q2 2026. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • GAMMA Investing held 19,172 shares of Evergy worth $1.5M as of Q3 2026.
  • GAMMA Investing sold 29 Evergy shares in Q3 2026, an estimated $2.4K.
  • Evergy made up 0.05% of GAMMA Investing's portfolio in Q3 2026, its #301 holding.
  • GAMMA Investing first reported a position in Evergy in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Evergy position peaked at $1.66M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.