JNBA Financial Advisors’s Evergy EVRG Stock Holding History

JNBA Financial 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	$6.31K	Hold	73	–	–	﹤0.01%	579
2026 Q1	$5.98K	Hold	73	–	–	﹤0.01%	571
2025 Q4	$5.29K	Sell	73 -254	-78%	-$19.3K	﹤0.01%	568
2025 Q3	$24.9K	Buy	327 +54	+20%	+$3.85K	﹤0.01%	391
2025 Q2	$18.8K	Hold	273	–	–	﹤0.01%	403
2025 Q1	$18.8K	Hold	273	–	–	﹤0.01%	392
2024 Q4	$16.8K	Hold	273	–	–	﹤0.01%	402
2024 Q3	$16.9K	Hold	273	–	–	﹤0.01%	406
2024 Q2	$14.5K	Hold	273	–	–	﹤0.01%	419
2024 Q1	$14.6K	Buy	273 +200	+274%	+$10.2K	﹤0.01%	428
2023 Q4	$3.81K	Hold	73	–	–	﹤0.01%	560
2023 Q3	$3.7K	Hold	73	–	–	﹤0.01%	576
2023 Q2	$4.26K	Hold	73	–	–	﹤0.01%	554
2023 Q1	$4.46K	Hold	73	–	–	﹤0.01%	555
2022 Q4	$4.59K	Hold	73	–	–	﹤0.01%	525
2022 Q3	$4K	Hold	73	–	–	﹤0.01%	542
2022 Q2	$5K	Hold	73	–	–	﹤0.01%	561
2022 Q1	$5K	Hold	73	–	–	﹤0.01%	555
2021 Q4	$5K	Hold	73	–	–	﹤0.01%	606
2021 Q3	$5K	Hold	73	–	–	﹤0.01%	583
2021 Q2	$4K	Hold	73	–	–	﹤0.01%	563
2021 Q1	$4K	Hold	73	–	–	﹤0.01%	542
2020 Q4	$4K	Hold	73	–	–	﹤0.01%	508
2020 Q3	$4K	Hold	73	–	–	﹤0.01%	475
2020 Q2	$4K	Hold	73	–	–	﹤0.01%	470
2020 Q1	$4K	Hold	73	–	–	﹤0.01%	460
2019 Q4	$5K	Hold	73	–	–	﹤0.01%	495
2019 Q3	$5K	Hold	73	–	–	﹤0.01%	469
2019 Q2	$4K	Hold	73	–	–	﹤0.01%	530
2019 Q1	$4K	Hold	73	–	–	﹤0.01%	463
2018 Q4	$4K	Sell	73 -2,002	-96%	-$116K	﹤0.01%	440
2018 Q3	$114K	Buy	2,075 +2,002	+2,742%	+$113K	0.05%	169
2018 Q2	$4K	Buy	+73	New	+$3.91K	﹤0.01%	464

Other funds holding EVRG

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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JNBA Financial Advisors's EVRG Position: Q2 2026 in Review

JNBA Financial Advisors held its Evergy (EVRG) position steady in Q2 2026 at 73 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

JNBA Financial Advisors first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $114K in Q3 2018. 321 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

JNBA Financial Advisors held 73 shares of Evergy worth $6.31K as of Q2 2026.
JNBA Financial Advisors left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #579 holding.
JNBA Financial Advisors first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
JNBA Financial Advisors's Evergy position peaked at $114K in Q3 2018.
321 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.