Mather Group’s Evergy EVRG Stock Holding History

Mather Group’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	$342K	Sell	4,354 -75	-2%	-$6.22K	﹤0.01%	650
2026 Q2	$383K	Buy	4,429 +123	+3%	+$10.2K	﹤0.01%	603
2026 Q1	$353K	Buy	4,306 +60	+1%	+$4.74K	﹤0.01%	574
2025 Q4	$308K	Hold	4,246	–	–	﹤0.01%	520
2025 Q3	$323K	Sell	4,246 -302	-7%	-$21.5K	﹤0.01%	497
2025 Q2	$313K	Buy	4,548 +401	+10%	+$26.9K	﹤0.01%	486
2025 Q1	$286K	Buy	4,147 +916	+28%	+$59.9K	﹤0.01%	500
2024 Q4	$199K	Buy	3,231 +173	+6%	+$10.7K	﹤0.01%	564
2024 Q3	$190K	Sell	3,058 -397	-11%	-$23.1K	﹤0.01%	594
2024 Q2	$184K	Buy	3,455 +122	+4%	+$6.49K	﹤0.01%	636
2024 Q1	$174K	Buy	+3,333	New	+$170K	﹤0.01%	558
2023 Q2	–	Sell	-3,870	Closed	-$237K	–	633
2023 Q1	$237K	Sell	3,870 -46	-1%	-$2.8K	﹤0.01%	453
2022 Q4	$246K	Buy	3,916 +247	+7%	+$14.8K	﹤0.01%	423
2022 Q3	$218K	Hold	3,669	–	–	﹤0.01%	435
2022 Q2	$239K	Buy	3,669 +99	+3%	+$6.71K	0.01%	340
2022 Q1	$244K	Buy	+3,570	New	+$230K	﹤0.01%	384

Other funds holding EVRG

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

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

VFM

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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's EVRG Position: Q3 2026 in Review

Mather Group reduced its Evergy (EVRG) stake by 1.7% in Q3 2026, selling an estimated $6.22K and leaving 4,354 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Mather Group first reported a position in EVRG in Q1 2022 and has held it in 16 quarters since. The position peaked at $383K in Q2 2026. 147 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Mather Group held 4,354 shares of Evergy worth $342K as of Q3 2026.
Mather Group sold 75 Evergy shares in Q3 2026, an estimated $6.22K.
Evergy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #650 holding.
Mather Group first reported a position in Evergy in Q1 2022 and has held it in 16 quarters since.
Mather Group's Evergy position peaked at $383K in Q2 2026.
147 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.