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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
2023
Q3 		– Sell
-16,224
Closed -$934K – 140
2023
Q2 		$934K Buy
+16,224
New +$980K 0.34% 82

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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. 118 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.
  • 118 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.