Highline Wealth Partners
EVRG icon

Highline Wealth Partners’s Evergy EVRG Stock Holding History

Highline Wealth Partners’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 		$4.94K Buy
63
+29
+85% +$2.4K ﹤0.01% 911
2026
Q2 		$2.94K Buy
34
+21
+162% +$1.74K ﹤0.01% 1053
2026
Q1 		$1.06K Hold
13
– – ﹤0.01% 1148
2025
Q4 		$942 Hold
13
– – ﹤0.01% 921
2025
Q3 		$988 Hold
13
– – ﹤0.01% 928
2025
Q2 		$896 Hold
13
– – ﹤0.01% 733
2025
Q1 		$896 Buy
+13
New +$851 ﹤0.01% 761

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 26.92% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Highline Wealth Partners's EVRG Position: Q3 2026 in Review

Highline Wealth Partners increased its Evergy (EVRG) stake by 85% in Q3 2026, buying an estimated $2.4K and bringing the position to 63 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Highline Wealth Partners first reported a position in EVRG in Q1 2025 and has held it in 7 quarters since. 466 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Highline Wealth Partners held 63 shares of Evergy worth $4.94K as of Q3 2026.
  • Highline Wealth Partners bought 29 Evergy shares in Q3 2026, an estimated $2.4K.
  • Evergy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #911 holding.
  • Highline Wealth Partners first reported a position in Evergy in Q1 2025 and has held it in 7 quarters since.
  • 466 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.