HHM Wealth Advisors’s Evergy EVRG Stock Holding History

HHM 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 Q2	$179K	Hold	2,074	–	–	0.02%	223
2026 Q1	$170K	Hold	2,074	–	–	0.02%	212
2025 Q4	$150K	Hold	2,074	–	–	0.02%	225
2025 Q3	$158K	Hold	2,074	–	–	0.02%	234
2025 Q2	$143K	Hold	2,074	–	–	0.02%	245
2025 Q1	$143K	Hold	2,074	–	–	0.02%	228
2024 Q4	$128K	Hold	2,074	–	–	0.02%	235
2024 Q3	$129K	Hold	2,074	–	–	0.02%	225
2024 Q2	$110K	Buy	2,074 +1,804	+668%	+$96K	0.02%	234
2024 Q1	$14.4K	Hold	270	–	–	﹤0.01%	468
2023 Q4	$14.1K	Buy	+270	New	+$13.6K	﹤0.01%	461
2020 Q4	–	Sell	-239	Closed	-$12K	–	541
2020 Q3	$12K	Hold	239	–	–	﹤0.01%	368
2020 Q2	$14K	Hold	239	–	–	0.01%	343
2020 Q1	$13K	Buy	+239	New	+$15.7K	0.01%	338

Other funds holding EVRG

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return