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Intelligence Driven Advisers’s Evergy EVRG Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-2,539
Closed -$219K – 140
2026
Q2 		$219K Buy
+2,539
New +$210K 0.04% 128

Other funds holding EVRG

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Intelligence Driven Advisers's EVRG Position: Q3 2026 in Review

Intelligence Driven Advisers sold out of Evergy (EVRG) in Q3 2026, closing a stake of 2,539 shares — an estimated $219K sold.

Intelligence Driven Advisers first reported a position in EVRG in Q2 2026 and held it in 1 quarter. The position peaked at $219K in Q2 2026. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Intelligence Driven Advisers reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
  • Intelligence Driven Advisers sold 2,539 Evergy shares in Q3 2026, an estimated $219K.
  • Intelligence Driven Advisers first reported a position in Evergy in Q2 2026 and held it in 1 quarter.
  • Intelligence Driven Advisers's Evergy position peaked at $219K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.