Key Financial Inc’s Evergy EVRG Stock Holding History

Key Financial Inc’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	$56K	Hold	714	–	–	0.01%	515
2026 Q2	$61.7K	Hold	714	–	–	0.01%	502
2026 Q1	$58.5K	Hold	714	–	–	0.01%	494
2025 Q4	$51.8K	Buy	714 +116	+19%	+$8.8K	0.01%	507
2025 Q3	$45.6K	Hold	598	–	–	0.01%	541
2025 Q2	$41.2K	Hold	598	–	–	0.01%	537
2025 Q1	$41.2K	Hold	598	–	–	0.01%	509
2024 Q4	$36.8K	Hold	598	–	–	0.01%	531
2024 Q3	$37.1K	Hold	598	–	–	0.01%	532
2024 Q2	$31.7K	Hold	598	–	–	0.01%	552
2024 Q1	$31.9K	Hold	598	–	–	0.01%	517
2023 Q4	$31.2K	Hold	598	–	–	0.01%	503
2023 Q3	$30.3K	Hold	598	–	–	0.01%	485
2023 Q2	$34.9K	Hold	598	–	–	0.01%	467
2023 Q1	$36.6K	Hold	598	–	–	0.01%	443
2022 Q4	$35.5K	Hold	598	–	–	0.02%	412
2022 Q3	$36K	Hold	598	–	–	0.02%	415
2022 Q2	$40K	Hold	598	–	–	0.02%	398
2022 Q1	$41K	Hold	598	–	–	0.02%	387
2021 Q4	$41K	Hold	598	–	–	0.02%	370
2021 Q3	$37K	Hold	598	–	–	0.02%	381
2021 Q2	$39K	Hold	598	–	–	0.02%	383
2021 Q1	$36K	Hold	598	–	–	0.02%	324
2020 Q4	$33K	Buy	+598	New	+$32.8K	0.02%	306
2020 Q2	–	Sell	-598	Closed	-$35K	–	259
2020 Q1	$35K	Buy	+598	New	+$39.3K	0.04%	257

Other funds holding EVRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Key Financial Inc's EVRG Position: Q3 2026 in Review

Key Financial Inc held its Evergy (EVRG) position steady in Q3 2026 at 714 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #515.

Key Financial Inc first reported a position in EVRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $61.7K in Q2 2026. 469 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Key Financial Inc held 714 shares of Evergy worth $56K as of Q3 2026.
Key Financial Inc left its Evergy share count unchanged in Q3 2026.
Evergy made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #515 holding.
Key Financial Inc first reported a position in Evergy in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Evergy position peaked at $61.7K in Q2 2026.
469 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.