Integris Wealth Management’s Evergy EVRG Stock Holding History

Integris 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	$358K	Hold	4,570	–	–	0.07%	88
2026 Q2	$395K	Hold	4,570	–	–	0.08%	86
2026 Q1	$374K	Hold	4,570	–	–	0.09%	77
2025 Q4	$331K	Hold	4,570	–	–	0.08%	85
2025 Q3	$347K	Hold	4,570	–	–	0.08%	85
2025 Q2	$315K	Hold	4,570	–	–	0.08%	84
2025 Q1	$315K	Hold	4,570	–	–	0.09%	79
2024 Q4	$281K	Hold	4,570	–	–	0.08%	84
2024 Q3	$283K	Hold	4,570	–	–	0.08%	77
2024 Q2	$242K	Hold	4,570	–	–	0.07%	84
2024 Q1	$244K	Hold	4,570	–	–	0.07%	86
2023 Q4	$239K	Hold	4,570	–	–	0.07%	85
2023 Q3	$232K	Hold	4,570	–	–	0.08%	81
2023 Q2	$267K	Hold	4,570	–	–	0.09%	67
2023 Q1	$279K	Hold	4,570	–	–	0.1%	65
2022 Q4	$288K	Buy	+4,570	New	+$274K	0.11%	65

Other funds holding EVRG

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Integris Wealth Management held its Evergy (EVRG) position steady in Q3 2026 at 4,570 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #88.

Integris Wealth Management first reported a position in EVRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $395K in Q2 2026. 148 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Integris Wealth Management held 4,570 shares of Evergy worth $358K as of Q3 2026.
Integris Wealth Management left its Evergy share count unchanged in Q3 2026.
Evergy made up 0.07% of Integris Wealth Management's portfolio in Q3 2026, its #88 holding.
Integris Wealth Management first reported a position in Evergy in Q4 2022 and has held it in 16 quarters since.
Integris Wealth Management's Evergy position peaked at $395K in Q2 2026.
148 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.