Mascoma Wealth Management’s Evergy EVRG Stock Holding History

Mascoma 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	$15.1K	Buy	+193	New	+$16K	﹤0.01%	300

Other funds holding EVRG

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

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

Mascoma Wealth Management opened a new position in Evergy (EVRG) in Q3 2026: 193 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings.

204 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Mascoma Wealth Management held 193 shares of Evergy worth $15.1K as of Q3 2026.
Evergy was a new Mascoma Wealth Management position in Q3 2026.
Evergy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #300 holding.
204 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.