Iams Wealth Management
EVRG icon

Iams Wealth Management’s Evergy EVRG Stock Holding History

Iams 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 		$1.27M Buy
16,172
+1,611
+11% +$134K 0.37% 78
2026
Q2 		$1.26M Buy
14,561
+2,063
+17% +$171K 0.38% 78
2026
Q1 		$1.02M Sell
12,498
-347
-3% -$27.4K 0.36% 83
2025
Q4 		$931K Buy
12,845
+847
+7% +$64.3K 0.34% 92
2025
Q3 		$912K Buy
11,998
+3,018
+34% +$215K 0.37% 83
2025
Q2 		$619K Sell
8,980
-1,052
-10% -$70.7K 0.28% 97
2025
Q1 		$692K Sell
10,032
-558
-5% -$36.5K 0.32% 87
2024
Q4 		$652K Sell
10,590
-56
-0.5% -$3.46K 0.3% 88
2024
Q3 		$660K Sell
10,646
-120
-1% -$6.98K 0.32% 85
2024
Q2 		$570K Buy
10,766
+662
+7% +$35.2K 0.31% 89
2024
Q1 		$503K Buy
10,104
+1,322
+15% +$67.6K 0.31% 82
2023
Q4 		$458K Sell
8,782
-208
-2% -$10.5K 0.3% 86
2023
Q3 		$456K Buy
+8,990
New +$510K 0.32% 83
2023
Q2 		– Sell
-7,337
Closed -$443K – 150
2023
Q1 		$444K Buy
7,337
+2,739
+60% +$167K 0.37% 77
2022
Q4 		$289K Buy
+4,598
New +$276K 0.29% 81

Other funds holding EVRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Iams Wealth Management's EVRG Position: Q3 2026 in Review

Iams Wealth Management increased its Evergy (EVRG) stake by 11% in Q3 2026, buying an estimated $134K and bringing the position to 16,172 shares worth $1.27M. The position accounts for 0.37% of the portfolio, ranked #78.

Iams Wealth Management first reported a position in EVRG in Q4 2022 and has held it in 15 quarters since. 549 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Iams Wealth Management held 16,172 shares of Evergy worth $1.27M as of Q3 2026.
  • Iams Wealth Management bought 1,611 Evergy shares in Q3 2026, an estimated $134K.
  • Evergy made up 0.37% of Iams Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Iams Wealth Management first reported a position in Evergy in Q4 2022 and has held it in 15 quarters since.
  • 549 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.