High Point Wealth Management
EVRG icon

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
Q3 		$362K Buy
4,617
+652
+16% +$54K 0.29% 71
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

High Point Wealth Management's EVRG Position: Q3 2026 in Review

High Point Wealth Management increased its Evergy (EVRG) stake by 16% in Q3 2026, buying an estimated $54K and bringing the position to 4,617 shares worth $362K. The position accounts for 0.29% of the portfolio, ranked #71.

High Point Wealth Management first reported a position in EVRG in Q1 2026 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • High Point Wealth Management held 4,617 shares of Evergy worth $362K as of Q3 2026.
  • High Point Wealth Management bought 652 Evergy shares in Q3 2026, an estimated $54K.
  • Evergy made up 0.29% of High Point Wealth Management's portfolio in Q3 2026, its #71 holding.
  • High Point Wealth Management first reported a position in Evergy in Q1 2026 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.