Kestra Advisory Services
EVRG icon

Kestra Advisory Services’s Evergy EVRG Stock Holding History

Kestra Advisory Services’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 		$1.2M Sell
15,351
-348
-2% -$28.8K ﹤0.01% 1823
2026
Q2 		$1.36M Sell
15,699
-130
-0.8% -$10.8K ﹤0.01% 1615
2026
Q1 		$1.3M Buy
15,829
+124
+0.8% +$9.8K ﹤0.01% 1556
2025
Q4 		$1.14M Buy
15,705
+1,340
+9% +$102K ﹤0.01% 1569
2025
Q3 		$1.09M Buy
14,365
+1,388
+11% +$98.9K 0.01% 1526
2025
Q2 		$895K Buy
12,977
+898
+7% +$60.4K ﹤0.01% 1553
2025
Q1 		$833K Sell
12,079
-7,438
-38% -$487K ﹤0.01% 1496
2024
Q4 		$1.2M Sell
19,517
-408
-2% -$25.2K 0.01% 1295
2024
Q3 		$1.24M Sell
19,925
-2,284
-10% -$133K 0.01% 1208
2024
Q2 		$1.18M Buy
22,209
+4,489
+25% +$239K 0.01% 1225
2024
Q1 		$946K Buy
17,720
+142
+0.8% +$7.26K 0.01% 1277
2023
Q4 		$918K Buy
17,578
+2,414
+16% +$121K 0.01% 1167
2023
Q3 		$769K Buy
15,164
+1,610
+12% +$91.4K 0.01% 1128
2023
Q2 		$792K Buy
13,554
+2,284
+20% +$138K 0.01% 1087
2023
Q1 		$689K Sell
11,270
-5,380
-32% -$327K 0.01% 1122
2022
Q4 		$1.05M Buy
16,650
+3,997
+32% +$240K 0.01% 1034
2022
Q3 		$752K Buy
12,653
+4,561
+56% +$307K 0.01% 1102
2022
Q2 		$528K Buy
8,092
+1,836
+29% +$125K 0.01% 1302
2022
Q1 		$428K Sell
6,256
-166
-3% -$10.7K ﹤0.01% 1378
2021
Q4 		$441K Buy
6,422
+786
+14% +$51.1K ﹤0.01% 1383
2021
Q3 		$351K Buy
5,636
+251
+5% +$16.5K ﹤0.01% 1573
2021
Q2 		$325K Buy
5,385
+229
+4% +$14.3K ﹤0.01% 1523
2021
Q1 		$307K Sell
5,156
-1,296
-20% -$71.7K ﹤0.01% 1449
2020
Q4 		$349K Buy
6,452
+6,336
+5,462% +$348K ﹤0.01% 1392
2020
Q3 		$395K Buy
+116
New +$6.48K 0.01% 984

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Kestra Advisory Services's EVRG Position: Q3 2026 in Review

Kestra Advisory Services reduced its Evergy (EVRG) stake by 2.2% in Q3 2026, selling an estimated $28.8K and leaving 15,351 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Kestra Advisory Services first reported a position in EVRG in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.36M in Q2 2026. 338 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Kestra Advisory Services held 15,351 shares of Evergy worth $1.2M as of Q3 2026.
  • Kestra Advisory Services sold 348 Evergy shares in Q3 2026, an estimated $28.8K.
  • Evergy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1823 holding.
  • Kestra Advisory Services first reported a position in Evergy in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Evergy position peaked at $1.36M in Q2 2026.
  • 338 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.