James T. Borello
EVRG icon

James T. Borello’s Evergy EVRG Stock Holding History

James T. Borello’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 		$4.86K Buy
62
+7
+13% +$580 ﹤0.01% 786
2026
Q2 		$4.75K Buy
55
+5
+10% +$414 ﹤0.01% 802
2026
Q1 		$4.1K Sell
50
-3
-6% -$237 ﹤0.01% 809
2025
Q4 		$3.84K Buy
53
+6
+13% +$455 ﹤0.01% 643
2025
Q3 		$3.57K Buy
+47
New +$3.35K ﹤0.01% 576

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

James T. Borello's EVRG Position: Q3 2026 in Review

James T. Borello increased its Evergy (EVRG) stake by 13% in Q3 2026, buying an estimated $580 and bringing the position to 62 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

James T. Borello first reported a position in EVRG in Q3 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • James T. Borello held 62 shares of Evergy worth $4.86K as of Q3 2026.
  • James T. Borello bought 7 Evergy shares in Q3 2026, an estimated $580.
  • Evergy made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #786 holding.
  • James T. Borello first reported a position in Evergy in Q3 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.