Gibson Wealth Advisors’s Evergy EVRG Stock Holding History

Gibson 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	$894K	Hold	11,400	–	–	0.55%	16
2026 Q2	$985K	Sell	11,400 -1,196	-9%	-$99K	0.61%	15
2026 Q1	$1.03M	Hold	12,596	–	–	0.69%	15
2025 Q4	$913K	Hold	12,596	–	–	0.63%	15
2025 Q3	$958K	Hold	12,596	–	–	0.68%	15
2025 Q2	$868K	Buy	12,596 +1,196	+10%	+$80.4K	0.65%	17
2025 Q1	$786K	Hold	11,400	–	–	0.63%	17
2024 Q4	$702K	Hold	11,400	–	–	0.58%	17
2024 Q3	$707K	Hold	11,400	–	–	0.58%	18
2024 Q2	$604K	Hold	11,400	–	–	0.57%	18
2024 Q1	$609K	Buy	+11,400	New	+$583K	0.59%	18
2022 Q4	$43.1M	Buy	718,200 +706,800	+6,200%	+$42.4M	0.83%	16
2022 Q3	$677K	Hold	11,400	–	–	0.78%	15
2022 Q2	$744K	Hold	11,400	–	–	0.83%	12
2022 Q1	$779K	Hold	11,400	–	–	0.79%	12
2021 Q4	$782K	Buy	+11,400	New	+$741K	0.8%	12

Other funds holding EVRG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gibson Wealth Advisors's EVRG Position: Q3 2026 in Review

Gibson Wealth Advisors held its Evergy (EVRG) position steady in Q3 2026 at 11,400 shares worth $894K. The position accounts for 0.55% of the portfolio, ranked #16.

Gibson Wealth Advisors first reported a position in EVRG in Q4 2021 and has held it in 16 quarters since. The position peaked at $43.1M in Q4 2022. 698 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Gibson Wealth Advisors held 11,400 shares of Evergy worth $894K as of Q3 2026.
Gibson Wealth Advisors left its Evergy share count unchanged in Q3 2026.
Evergy made up 0.55% of Gibson Wealth Advisors's portfolio in Q3 2026, its #16 holding.
Gibson Wealth Advisors first reported a position in Evergy in Q4 2021 and has held it in 16 quarters since.
Gibson Wealth Advisors's Evergy position peaked at $43.1M in Q4 2022.
698 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Gibson Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.