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Golden State Wealth Management’s Evergy EVRG Stock Holding History

Golden State Wealth Management’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 		$7.41K Buy
+85
New +$7.04K ﹤0.01% 1179

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
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Golden State Wealth Management's EVRG Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Evergy (EVRG) in Q2 2026: 85 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

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

  • Golden State Wealth Management held 85 shares of Evergy worth $7.41K as of Q2 2026.
  • Evergy was a new Golden State Wealth Management position in Q2 2026.
  • Evergy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1179 holding.
  • 217 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.