IF
EVRG icon

Intrua Financial’s Evergy EVRG Stock Holding History

Intrua Financial’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 		$622K Sell
7,193
-509
-7% -$42.1K 0.06% 243
2026
Q1 		$631K Buy
7,702
+7
+0.1% +$553 0.07% 220
2025
Q4 		$558K Sell
7,695
-570
-7% -$43.2K 0.06% 236
2025
Q3 		$628K Buy
8,265
+94
+1% +$6.7K 0.07% 212
2025
Q2 		$563K Sell
8,171
-5,178
-39% -$348K 0.08% 190
2025
Q1 		$920K Buy
13,349
+2,035
+18% +$133K 0.13% 119
2024
Q4 		$696K Buy
11,314
+104
+0.9% +$6.43K 0.11% 146
2024
Q3 		$695K Sell
11,210
-114
-1% -$6.63K 0.1% 161
2024
Q2 		$600K Sell
11,324
-736
-6% -$39.2K 0.09% 194
2024
Q1 		$644K Sell
12,060
-11,683
-49% -$597K 0.09% 200
2023
Q4 		$1.24M Sell
23,743
-1,474
-6% -$74.2K 0.18% 117
2023
Q3 		$1.28M Sell
25,217
-3,643
-13% -$207K 0.22% 101
2023
Q2 		$1.69M Buy
28,860
+1,994
+7% +$120K 0.29% 82
2023
Q1 		$1.68M Buy
+26,866
New +$1.63M 0.35% 69

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Intrua Financial's EVRG Position: Q2 2026 in Review

Intrua Financial reduced its Evergy (EVRG) stake by 6.6% in Q2 2026, selling an estimated $42.1K and leaving 7,193 shares worth $622K. The position accounts for 0.06% of the portfolio, ranked #243.

Intrua Financial first reported a position in EVRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.69M in Q2 2023. 328 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Intrua Financial held 7,193 shares of Evergy worth $622K as of Q2 2026.
  • Intrua Financial sold 509 Evergy shares in Q2 2026, an estimated $42.1K.
  • Evergy made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #243 holding.
  • Intrua Financial first reported a position in Evergy in Q1 2023 and has held it in 14 quarters since.
  • Intrua Financial's Evergy position peaked at $1.69M in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.