Jeppson Wealth Management
EVRG icon

Jeppson Wealth Management’s Evergy EVRG Stock Holding History

Jeppson 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 		$575K Sell
7,335
-10
-0.1% -$829 0.16% 122
2026
Q2 		$635K Sell
7,345
-60
-0.8% -$4.97K 0.19% 114
2026
Q1 		$607K Sell
7,405
-25
-0.3% -$1.98K 0.19% 109
2025
Q4 		$539K Buy
7,430
+6
+0.1% +$455 0.17% 112
2025
Q3 		$564K Hold
7,424
– – 0.18% 111
2025
Q2 		$512K Hold
7,424
– – 0.18% 119
2025
Q1 		$512K Sell
7,424
-150
-2% -$9.8K 0.19% 116
2024
Q4 		$466K Sell
7,574
-200
-3% -$12.4K 0.17% 125
2024
Q3 		$482K Sell
7,774
-59
-0.8% -$3.43K 0.17% 124
2024
Q2 		$415K Sell
7,833
-37
-0.5% -$1.97K 0.16% 126
2024
Q1 		$420K Sell
7,870
-238
-3% -$12.2K 0.16% 128
2023
Q4 		$423K Sell
8,108
-1,227
-13% -$61.8K 0.18% 126
2023
Q3 		$473K Buy
9,335
+2,660
+40% +$151K 0.22% 110
2023
Q2 		$390K Sell
6,675
-13
-0.2% -$785 0.17% 122
2023
Q1 		$409K Sell
6,688
-449
-6% -$27.3K 0.18% 120
2022
Q4 		$449K Sell
7,137
-358
-5% -$21.5K 0.19% 119
2022
Q3 		$445K Sell
7,495
-10
-0.1% -$673 0.2% 107
2022
Q2 		$490K Buy
7,505
+50
+0.7% +$3.39K 0.21% 102
2022
Q1 		$509K Buy
7,455
+20
+0.3% +$1.29K 0.24% 94
2021
Q4 		$510K Hold
7,435
– – 0.25% 89
2021
Q3 		$462K Buy
7,435
+150
+2% +$9.8K 0.24% 91
2021
Q2 		$440K Hold
7,285
– – 0.24% 90
2021
Q1 		$433K Sell
7,285
-147
-2% -$8.14K 0.26% 90
2020
Q4 		$413K Sell
7,432
-496
-6% -$27.2K 0.27% 87
2020
Q3 		$403K Buy
+7,928
New +$443K 0.32% 78

Other funds holding EVRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Evergy (EVRG) stake by 0.14% in Q3 2026, selling an estimated $829 and leaving 7,335 shares worth $575K. The position accounts for 0.16% of the portfolio, ranked #122.

Jeppson Wealth Management first reported a position in EVRG in Q3 2020 and has held it in 25 quarters since. The position peaked at $635K in Q2 2026. 549 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Jeppson Wealth Management held 7,335 shares of Evergy worth $575K as of Q3 2026.
  • Jeppson Wealth Management sold 10 Evergy shares in Q3 2026, an estimated $829.
  • Evergy made up 0.16% of Jeppson Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Jeppson Wealth Management first reported a position in Evergy in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Evergy position peaked at $635K in Q2 2026.
  • 549 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.