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High Point Wealth Management’s Evergy EVRG Stock Holding History

High Point 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 		$343K Buy
3,965
+1,393
+54% +$115K 0.28% 74
2026
Q1 		$211K Buy
+2,572
New +$203K 0.2% 83

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

High Point Wealth Management's EVRG Position: Q2 2026 in Review

High Point Wealth Management increased its Evergy (EVRG) stake by 54% in Q2 2026, buying an estimated $115K and bringing the position to 3,965 shares worth $343K. The position accounts for 0.28% of the portfolio, ranked #74.

High Point Wealth Management first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • High Point Wealth Management held 3,965 shares of Evergy worth $343K as of Q2 2026.
  • High Point Wealth Management bought 1,393 Evergy shares in Q2 2026, an estimated $115K.
  • Evergy made up 0.28% of High Point Wealth Management's portfolio in Q2 2026, its #74 holding.
  • High Point Wealth Management first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.