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Gladstone Institutional Advisory’s Evergy EVRG Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$207K Buy
+2,391
New +$198K 0.01% 859

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Gladstone Institutional Advisory's EVRG Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Evergy (EVRG) in Q2 2026: 2,391 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #859 among its holdings.

267 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Gladstone Institutional Advisory held 2,391 shares of Evergy worth $207K as of Q2 2026.
  • Evergy was a new Gladstone Institutional Advisory position in Q2 2026.
  • Evergy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #859 holding.
  • 267 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.