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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Iams Wealth Management's EVRG Position: Q2 2026 in Review

Iams Wealth Management increased its Evergy (EVRG) stake by 17% in Q2 2026, buying an estimated $171K and bringing the position to 14,561 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #78.

Iams Wealth Management first reported a position in EVRG in Q4 2022 and has held it in 14 quarters since. 111 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Iams Wealth Management held 14,561 shares of Evergy worth $1.26M as of Q2 2026.
  • Iams Wealth Management bought 2,063 Evergy shares in Q2 2026, an estimated $171K.
  • Evergy made up 0.38% of Iams Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Iams Wealth Management first reported a position in Evergy in Q4 2022 and has held it in 14 quarters since.
  • 111 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.