JWCA
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J.W. Cole Advisors’s Evergy EVRG Stock Holding History

J.W. Cole Advisors’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 		$1.89M Buy
21,872
+251
+1% +$20.8K 0.03% 514
2026
Q1 		$1.77M Buy
21,621
+131
+0.6% +$10.4K 0.06% 262
2025
Q4 		$1.56M Sell
21,490
-1,913
-8% -$145K 0.04% 483
2025
Q3 		$1.78M Buy
23,403
+651
+3% +$46.4K 0.03% 507
2025
Q2 		$1.57M Buy
22,752
+1,982
+10% +$133K 0.03% 504
2025
Q1 		$1.43M Buy
20,770
+4,229
+26% +$277K 0.04% 415
2024
Q4 		$1.02M Buy
16,541
+735
+5% +$45.5K 0.04% 410
2024
Q3 		$980K Buy
15,806
+156
+1% +$9.08K 0.04% 394
2024
Q2 		$829K Buy
15,650
+227
+1% +$12.1K 0.04% 393
2024
Q1 		$822K Sell
15,423
-799
-5% -$40.8K 0.04% 382
2023
Q4 		$847K Buy
16,222
+497
+3% +$25K 0.05% 332
2023
Q3 		$797K Buy
15,725
+124
+0.8% +$7.04K 0.06% 295
2023
Q2 		$911K Buy
15,601
+151
+1% +$9.12K 0.07% 282
2023
Q1 		$944K Buy
15,450
+1,490
+11% +$90.6K 0.07% 299
2022
Q4 		$879K Buy
13,960
+228
+2% +$13.7K 0.07% 299
2022
Q3 		$816K Sell
13,732
-1,124
-8% -$75.6K 0.07% 291
2022
Q2 		$969K Buy
14,856
+1,298
+10% +$88K 0.08% 266
2022
Q1 		$927K Sell
13,558
-150
-1% -$9.68K 0.06% 296
2021
Q4 		$940K Buy
13,708
+405
+3% +$26.3K 0.06% 313
2021
Q3 		$827K Sell
13,303
-734
-5% -$48.1K 0.06% 191
2021
Q2 		$848K Sell
14,037
-1,840
-12% -$115K 0.07% 307
2021
Q1 		$945K Buy
15,877
+3,158
+25% +$175K 0.09% 247
2020
Q4 		$706K Buy
12,719
+3,182
+33% +$175K 0.07% 279
2020
Q3 		$485K Sell
9,537
-3,129
-25% -$175K 0.04% 425
2020
Q2 		$751K Buy
12,666
+873
+7% +$51.7K 0.11% 186
2020
Q1 		$649K Sell
11,793
-807
-6% -$53K 1.25% 16
2019
Q4 		$820K Buy
+12,600
New +$804K 0.1% 216

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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

J.W. Cole Advisors's EVRG Position: Q2 2026 in Review

J.W. Cole Advisors increased its Evergy (EVRG) stake by 1.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 21,872 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #514.

J.W. Cole Advisors first reported a position in EVRG in Q4 2019 and has held it in 27 quarters since. 296 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • J.W. Cole Advisors held 21,872 shares of Evergy worth $1.89M as of Q2 2026.
  • J.W. Cole Advisors bought 251 Evergy shares in Q2 2026, an estimated $20.8K.
  • Evergy made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #514 holding.
  • J.W. Cole Advisors first reported a position in Evergy in Q4 2019 and has held it in 27 quarters since.
  • 296 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.