Gradient Investments’s Evergy EVRG Stock Holding History

Gradient Investments’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	$330K	Buy	4,211 +457	+12%	+$37.9K	﹤0.01%	405
2026 Q2	$324K	Buy	3,754 +113	+3%	+$9.36K	﹤0.01%	401
2026 Q1	$298K	Sell	3,641 -12	-0.3%	-$948	﹤0.01%	379
2025 Q4	$265K	Sell	3,653 -30	-0.8%	-$2.28K	﹤0.01%	322
2025 Q3	$280K	Sell	3,683 -1,213	-25%	-$86.5K	﹤0.01%	337
2025 Q2	$337K	Buy	4,896 +1,235	+34%	+$83K	0.01%	313
2025 Q1	$252K	Buy	+3,661	New	+$240K	0.01%	294
2024 Q3	–	Sell	-112	Closed	-$5.93K	–	622
2024 Q2	$5.93K	Buy	112 +52	+87%	+$2.77K	﹤0.01%	831
2024 Q1	$3.2K	Sell	60 -579	-91%	-$29.6K	﹤0.01%	783
2023 Q4	$33.4K	Sell	639 -490	-43%	-$24.7K	﹤0.01%	618
2023 Q3	$57.2K	Buy	1,129 +481	+74%	+$27.3K	﹤0.01%	476
2023 Q2	$37.9K	Sell	648 -44	-6%	-$2.66K	﹤0.01%	560
2023 Q1	$42.3K	Sell	692 -13	-2%	-$791	﹤0.01%	524
2022 Q4	$44.4K	Buy	705 +76	+12%	+$4.56K	﹤0.01%	523
2022 Q3	$37K	Hold	629	–	–	﹤0.01%	527
2022 Q2	$41K	Sell	629 -299	-32%	-$20.3K	﹤0.01%	509
2022 Q1	$63K	Buy	928 +10	+1%	+$645	﹤0.01%	436
2021 Q4	$63K	Hold	918	–	–	﹤0.01%	442
2021 Q3	$57K	Sell	918 -40	-4%	-$2.62K	﹤0.01%	461
2021 Q2	$58K	Hold	958	–	–	﹤0.01%	451
2021 Q1	$57K	Sell	958 -52	-5%	-$2.88K	﹤0.01%	447
2020 Q4	$51K	Hold	1,010	–	–	﹤0.01%	403
2020 Q3	$51K	Hold	1,010	–	–	﹤0.01%	406
2020 Q2	$60K	Hold	1,010	–	–	﹤0.01%	364
2020 Q1	$56K	Hold	1,010	–	–	﹤0.01%	335
2019 Q4	$66K	Hold	1,010	–	–	﹤0.01%	350
2019 Q3	$67K	Hold	1,010	–	–	﹤0.01%	338
2019 Q2	$61K	Buy	1,010 +100	+11%	+$5.85K	﹤0.01%	357
2019 Q1	$53K	Sell	910 -71	-7%	-$4.04K	﹤0.01%	330
2018 Q4	$56K	Hold	981	–	–	﹤0.01%	326
2018 Q3	$54K	Sell	981 -200	-17%	-$11.3K	﹤0.01%	347
2018 Q2	$66K	Buy	+1,181	New	+$63.3K	﹤0.01%	308

Other funds holding EVRG

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gradient Investments's EVRG Position: Q3 2026 in Review

Gradient Investments increased its Evergy (EVRG) stake by 12% in Q3 2026, buying an estimated $37.9K and bringing the position to 4,211 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Gradient Investments first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $337K in Q2 2025. 177 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Gradient Investments held 4,211 shares of Evergy worth $330K as of Q3 2026.
Gradient Investments bought 457 Evergy shares in Q3 2026, an estimated $37.9K.
Evergy made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #405 holding.
Gradient Investments first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
Gradient Investments's Evergy position peaked at $337K in Q2 2025.
177 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.